Automatic association of document types to milestones on the Metadata panel

  1. If, while coding a document, there exists only one milestone history, then the milestone date and record is automatically assigned to the document and appropriate message displayed accordingly. Refer to the screenshot below:

  2. If, you change happen to change the document type of a document and a new milestone data is found, the system automatically updates the values and displays a message accordingly. Refer to the screenshot below:

  3. If, you change happen to change the document type of a document and no new milestone data is found, the system automatically updates the values and displays a message accordingly. Refer to the screenshot below:

  4. If a document is coded with a document type that has no milestone associated with it, then the following message is displayed. Refer to the screenshot below: