The definition of a document is any information stored in a manner that allows a page or pages to be printed, faxed, or reviewed in the system. Each document has a predefined document type. This tells the system what kind of document it is and where to display the document in the chart.

The system comes preloaded with various document types (e.g., Forms, Word, Sketch, Text, etc.). Preloaded document types can be inactivated if they will not be used. Document Types can also be added. Documents can be added to the system several ways such as auto-generation upon completion of a task, order, office visit, etc. Documents are added through scanning, uploading them, and also from interfaces.