Manage Document Types

Contents

• Overview
• Pre-conditions
• Steps

Overview

To manage any document type from 1 place, whether it is visually re-organizing the table of document types and its column, or duplicating it to ease the creation of a similar document type or deleting it, you can do so in the Admin Panel's Document Types tab, as that is where all the document types on the platform can be managed from.

Pre-conditions

• System Level Permission: 'System Administration'
• The Document Types master toggle is switched on in the Platform Configuration tab in Admin Panel.

Steps

Duplicate

1. Navigate to the Admin Panel module through the grid selector in the top pane when outside of a document.
2. Switch to the Document Types tab.
3. Click the ... icon on the right most column of the document type that is to be duplicated.
4. Click Duplicate.
   
   

Delete

1. Navigate to the Admin Panel module through the grid selector in the top pane when outside of a document.
2. Switch to the Document Types tab.
3. Click the ... icon on the right most column of the document type that is to be deleted.
4. Click Delete.
5. Choose the Document Type to migrate documents to.
6. Confirm by clicking Migrate & Delete. 
   
   

Re-organize the Table

1. Navigate to the Admin Panel module through the grid selector in the top pane when outside of a document.
2. Switch to the Document Types tab.
3. Configure the table by any of the following aspects:
   1. Column show/hide
   2. Column order
   3. Column pin (left/right)
   4. If needed, you can reset to default.