Configure a Default Classification for New Documents

---

Users can update their profile settings so that new documents added to the system have a default classification already selected.

• The classification appears in the Pick default classification field.

1. Locate and click your username on the top-right of any QAction screen.
   • This opens a drop-down menu.
2. Click Profile.
   • The User Profile window appears.
3. Locate the Pick default classification field, and either type or select the classification:
   • Select Classification Window
     
   • Click the Select button () to the right of the desired field, locate the value, and then click Select.
   • The Select window with the Classification Hierarchy appears, and then the value is added to the field.
   • Click a field, begin typing the value, and when the desired result appears, either click the result or press the Up or Down arrow on your keyboard and press Enter.
   • Suggested values will appear below the field, and are entered into the field once selected.
4. Click Apply Changes.
   • When a new document is added to the system, the classification will automatically be selected for the user.