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

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

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

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

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".


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!


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

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

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


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