Document Type

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A document type represents the format or function of a document.

Add a new document type

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Type” menu under “Lists”.
  4. Select the “Document” menu.
  5. Select “Add” to add a document type.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the name of the type of document.
      • The system will not allow document types with duplicate names.
    • Allow Asset Associations: Toggle on if this document type allows associations to assets.
    • Allow Contact Associations: Toggle on if this document type allows associations to contacts.
    • Allow Task Associations: Toggle on if this document type allows associations to tasks.
    • Analyze New Documents: Toggle on if this document type will analyze new documents upon upload.
    • Description: Enter a description of the type of document.
    • External Identifier: Enter a unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Sections and attributes

See Sections and Attributes for instructions on how to create and manage sections and their attributes.

Manage document types

  1. Locate the document type record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all documents categorized as this type.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the document type.
    • Download the document type definition for import into another database.
    • Copy the document type to immediately create a duplicated record in the database.  When used, update the new name of the copied record to a unique value.
    • Delete the document type. You may delete types only when they are not in use at any record.
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