Category: Document Types

Follow these steps to create a new Document Type. One the left menu, Click on Document > Document Types. Next, click the +New button. On the New Document Type screen: Enter Document Type Name Enter New Field Name and add new field to the list. Click Delete  to remove a field from the list. Once you have done […]

Follow these steps to edit a document type. One the left menu, Click on Document > Document Types In the Document Types list, click on Edit  button. On the Edit screen: Change Document Type Name Add or remove document fields. Once you have done adding fields, click Save

Follow these steps to delete a document type. One the left menu, Click on Document > Document Types In the Document Types list, click Delete button. In the confirmation window, Click Delete button to delete this document type. Warning! You cannot delete a document type if you have expiring documents associated with it.