NextGen Knowledge Center

Documents Universal Preferences

These universal preferences control the handling of documents, including archiving, caching, and import and export paths. The following lists the Documents Universal Preferences.

PreferenceDescription
Archive Doc CopyDetermines whether documents will be archived. To archive documents, set the preference to True.
Cache File Level Sets how document files are handled when they are copied to the cache path during document generation and loading.

Cache File Levels:

0 – Off. This level is the default.

1 – Caches all document files during generation and loading.

2 – Same as 1 but does not report errors if the cache file cannot be deleted.

Convert Notes to Plain TextSetting this option to True enables users to convert Note field values to plain text in a generated document. When this option is enabled, all other formatting (font style, color, underlines, etc.) is lost.
Doc Audio Export PathIndicates the path used for storage of RTF (Rich Text Format) files that are exported for transcription from template Note-type fields.
Patient Portal Statements Shared Path
Indicates the path for storing the PDF statements that you generate from NextGen® Enterprise PM and sending those statements to NextGen® PxP Portal.