Set up a Default Document Record Type

If you mainly use the same Document Record Type when registering your documents into TRIM save time by setting up TRIM to always default to that Record Type when saving directly to HP TRIM.

To turn this feature on go to TRIM Tools > Options > Integration Tab.

HP TRIM options

Tick the ‘Always use the default Record Type when doing Save As directly with HP TRIM’. In the box below ‘Use the following Record Type when creating new documents (optional)’ click on the yellow KwikSelect folder and select your default Document Record Type.

HP TRIM Record Type

Click OK to save this setting.

To remove this setting when no longer required, go into TRIM Tools > Options >Click on the Integration tab, remove the tick and delete the Record type from the box.

Send a Comment

Your email address will not be published.