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In accordance with the quality management system you can define different document types

each document type has a "Abbreviation" which can be use in code of document,  

if the documents with the type should have records , ( example: forms and checklists ) you should mention that by making "is recordable" checkbox checked 

you can set the "Review cycle" in day(s), to get informed about the documents which needs to be reviewed ,

( Example: if you set 365 for review cycle, 365 days after release date of the document of this type the notification will trigger. ) 

 if the "Active" is checked you can use it on creating a document. 

you can write a short note about it as "Description" and it's not required.

To create a new document type, click on  Image Added button from action bar, and fill the required fields then click on Image Added button.

To Modify a document type, select it from the list first, click on Image Added button, do the modification and then click on Image Added button.

Note: if the selected document type is used in any documents, you cannot change "Abbreviation".

To Delete a document type, select it from the list first, click on Image Added button,  if you are sure about it, click on Image Added button.

Note: if the selected document type is used in any documents, you will not be able to delete it. you can make it inactive by making  "Active" checkbox unchecked!

you can prepare a file ( word, excel, etc..  ) as the template for each document type. It helps to create documents from beginning.

each document type can have only one template. to attach the template to a document type, select it from the list then choose Image Added , then choose your file using Image Added button.

you can give it a title, then press Image Added button to save it.