The Document Details window appears whenever you import or scan new documentation into MedicalDirector Clinical.
Scans/Imports are performed through either;

A patient's record via any of the Correspondence, Results, Documents or Letters tabs, or

The Holding File, or

The Scan/Import Correspondence window.

You can always call the Document Details window to modify the details of a selected document, either clicking on the underlying window, or right-clicking the document and selecting Edit Document Details from the menu that appears.

The Subject and Document Type is required information on this window.