Managing Client Document Types
Learn how to manage your client document types.
Manage your list of defined document types using the document types manager.
Key Points
When managing document types, the main points to be aware of are.
- Document types must have unique names.
- You can store multiple client documents under each type.
- In order to manage document types, you must be granted access to do so.
- You may be presented with a list of clients when deleting a document type; said list will
include all client records that will be affected by the action.
Step-by-step
See below for a step-by-step guide on creating a new document type, updating an existing document type and
deleting a document type.
Creating a new document type
- Navigate to the 'Admin' area using the system menu.
- Expand the 'Clients' section and find the item with the header 'Document Types''.
- Click/press the button 'Manage'.
- Once the dialog/window has opened, click/press the 'New' button.
- Enter the unique name of the document type.
- Click/Press the 'Save' button.
Updating an existing document type
- Navigate to the 'Admin' area using the system menu.
- Expand the 'Clients' section and find the item with the header 'Document Types''.
- Click/press the button 'Manage'.
- Once the dialog/window has opened, find the record you want to change and click/press the 'Edit'
button.
- Make the required changes.
- Click/Press the 'Save' button.
Deleting a document type
- Navigate to the 'Admin' area using the system menu.
- Expand the 'Clients' section and find the item with the header 'Document Types''.
- Click/press the button 'Manage'.
-
Once the dialog/window has opened, find the record you want to change and either:
-
Click/press the 'Down' arrow next the 'Edit' button and select 'Delete'.
-
Click/press the 'Edit' button and click/press the 'Delete' button once the record as loaded.
- When prompted, click/press the 'Delete' button on the confirmation dialog.
- If there are any documents stored against the document type then you will be presented with an
impacts dialog.
Once you've reviewed the list of impacts click/press 'Continue'.