Note and Document Types/Subtypes are probably one of the most overlooked features in UnionWare, but they hold so much potential for helping you structure and categorize your data to make it easier to find.

Note Types provide the ability to create a Default Note when you add a Member or a Case, or send emails automatically when you assign a Reminder to a co-worker.

Document Types allow you categorize the different kinds of electronic documents you upload into UnionWare. Setting up Related Documents allow you to upload a document to any Employer Entity and have that document appear on Members or Cases that are related to that Job Entity.