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You can populate your lookup tables without having to go into the document database. This is convenient when you want to add multiple entries at one time, rather than adding a new one on the fly during data entry. Many users like to populate the lookup tables before coding of the document database (or notes) begins.
You can add to the ISSUES and NAMES lookup tables easily by selecting Add Issues or Add Names from the Case menu.
Adding to lookup tables is available from the right click context menu at the document database folder at the Case Folder – Main Window.
How to Add to a Lookup Table from the Case Folder – Main Window
- From the Case Folder – Main Window, either:
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Select Add Issues or Add Names from the Case menu; or |
| b. |
Right click on the Document Database menu. A context menu appears. Click on Add to Lookup Table. A list of the lookup tables in your current database appears. Select the name of the lookup table to which you want to add entries. The lookup table you selected appears. Click on the Add button. |
- Fill in the Code Column and Expansion column and click on Save. Repeat this process until all entries have been added.
- Click on OK back at the lookup table. The next time you access this lookup table, the new entries will be listed.
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