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

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If the "Active" 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 a   button from the action bar, and fill the required fields then click on a button.


Modify a document type

To Modify a document type, select it from the list first, click on a  button, do the modification and then click 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 a  button,  if you are sure about it, click 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 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 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.