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Setup – My Setup

Control how many workflow items or documents display on the screen for your login

Updated over 2 months ago

Use My Setup to control how many workflow items or documents display per page in iWorkflows, SmartDocs and Vault.

  1. Go to Setup > My Setup.

  2. In the iWorkflows tab, set the number of workflows displayed per page on the different tabs.

    • The default is 10.

  3. In the SmartDocs tab, set the number of records to display in the ATO SmartDocs processing screen.

    • The default is 50.

  4. If your practice uses the Vault module, set the number of documents displayed per page in the Vault tabs.

    • The default is 50.

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