PART 1 - Organization Settings

Organization Settings holds your organization's name, address and phone numbers. DocMgt does not show these anywhere on its own. Each one is a variable you can put in merge templates, email bodies, workflow actions and E-form values, so you enter the details once and every template that uses them stays current. When the address changes, change it here and every template picks up the new one.

The variable for each field is shown next to it on the screen. A field you leave blank puts nothing in its variable.


Organization Name

The name of your organization, such as ACME Manufacturing, Inc. Variable: [System_OrgName]


Address 1

The first line of your organization's street or mailing address. Variable: [System_OrgAddress1]


Address 2

The second address line, such as a suite or building number. Variable: [System_OrgAddress2]


City

Variable: [System_OrgCity]


State

Variable: [System_OrgState]


ZIP

The ZIP or postal code. Variable: [System_OrgZIP]


Phone 1

Your organization's main phone number. Variable: [System_OrgPhone1]


Phone 2

A second phone number, such as a fax or toll-free line. Variable: [System_OrgPhone2]



To place the whole name and address at once, use [System_FormatAddress()]. It puts each part on its own line, finishes with the city, state and ZIP, and skips any line you left blank.