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To display the Enter Name Information window each time you save a document, select Prompt for document name when adding new documents. To enter information for each document automatically when e-mailing from the document manager, select Initialize message text with page annotations when E-Mailing Documents. To save each document automatically, select AutoSave each acquisition. Type the default tool tip label for all documents of the same type in the Default Description for new Images field. Type the default page name for all documents of the same type in the Default description for the new documents field. Select the document type from the Type drop-down list. In the Documents for window, select Capture Preferences from the Options section of the Express bar. To set the capture preferences for a document type:

You can set the capture preferences for claim, patient, lab case, portrait, referring doctor, account, and clinical image documents. Using the Document Manager > Managing Documents Setting Capture Preferences