Managing Shared Client Document Types

Manage your list of defined document types using the document types manager.

• Document types must have unique names.
• You can store multiple shared 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 shared client documents when deleting a document type; said list will include all shared client records that will be affected by the action.

Creating a new document type

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Shared Document Types''.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, click/press the 'New' button.
5. Enter the unique name of the document type.
6. Click/Press the 'Save' button.

Updating an existing document type

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Shared Document Types''.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and click/press the 'Edit' button.
5. Make the required changes.
6. Click/Press the 'Save' button.

Deleting a document type

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Shared Document Types''.
3. Click/press the button 'Manage'.
4. 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.
5. When prompted, click/press the 'Delete' button on the confirmation dialog.
6. 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'.