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

Each document type has an "Abbreviation" which can be used in the code of the document. 

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

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

(Example: you set 365 days as the review cycle. A notification is triggered 365 days after the publication date of this document type.)

If the "Active" option is selected, the document type can be used when creating a document.

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

Create a new document type

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

Modify a document type

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

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

Delete a document type

To Delete a document type, select it from the list first, click on a Image Added button,  if you are sure about it, click on a 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 the  "Active" checkbox unchecked!

Templates

You can prepare a file (Word, Excel, PowerPoint) as a template for each document type to use it when creating documents.

Each document type can have only one template. to attach the template to a document type, select it from the list then chooseImage Added, then choose your file usingImage Added button.

You can give it a title, then press the Image Addedbutton to save it.