Organizations - DocOne

Features

This section explains some of the organizations features that impact your use of DocOne.

Feature Description
Content ID This field indicates the unique identifier for an account that uses custom content. This field is not editable.
Retention Months This field displays the number of months green cards are retained on file with Wolters Kluwer Financial Services.
Default Contacts Selecting an option from this dropdown sets the return address for mailings. After creating the organization, click the CONTACTS link on the top navigational menu to create a reporting contact.