Users have the option to recall their most recent Document Type and Year entries when adding a new document before selecting files.
How to Recall last entries:
1. Navigate and click on the Documents section located in the ribbon.
2. Locate and click the +Add button on the right hand side.
3. Once the Upload Document window pops up, proceed to Select Client.
4. Click on the blue Recall last entries button to perform retrieval. The last Document Type and Year will pre-fill.
5. Fill in the required fields and then click Save.