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In accordance with the quality management system, you can define different document types.
each Each document type has a an "Abbreviation" which can be use used in the code of the document, .
if If the documents with the type should have records, ( example: forms and checklists ) you should mention that by making the "is recordable" checkbox checked checked.
you You can set the "Review cycle" in the day(s), to get informed about the documents which needs need to be reviewed ,.
(Example: if you set 365 for days as the review cycle, . A notification is triggered 365 days after release the publication date of the this document of this type the notification will trigger.)
if If the "Active" is checked you can use it on option is selected, the document type can be used when creating a document.
you 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 on a button from the action bar, and fill the required fields then click on on a button.
Modify a document type
To Modify a document type, select it from the list first, click on on a button, do the modification and then click on on a 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 on a button, if you are sure about it, click on on a 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 making the "Active" checkbox unchecked!
Templates
you You can prepare a file ( wordWord, excel, etc.. Excel, PowerPoint) as the a template for each document type . It helps to create documents from beginning.each 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 choose choose , then choose your file using using button.
you You can give it a title, then press then press the button button to save it.