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Manage Document Types

 Contents

  • Overview
  • Pre-conditions
  • Steps
  • Supplementary Information

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.

Deleting a document type will require that the documents associated to that type be migrated to another, existing document type.

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.

Supplementary Information

Locked Indicator

If your environment has been opted in to have an integration set up between the Clausematch module and the Corlytics Rig module, then documents such as regulations can be fed in to the document repository (the ones searchable in the Documents tab in Policy Management).

Such integrated documents are locked automatically by the system, so they are non-editable and there for viewing only.

They will be visually indicated of these locks through the red lock symbol next to their name as well as their Locked by cell showing which integration they're locked by.

Managed_by_Integration (1)