Document Register | Create and Edit Document Discipline
From the Document Control Panel, you can create and manage Document Disciplines categories.
These categories are used to classify and organise documents when uploading them to the Document Register.
These categories are used to classify and organise documents when uploading them to the Document Register.
Only Administrators can create and modify categories in Control Panel
1. Access Document Discipline Settings
On the top far right of the screen, click the cog and it will take you to control panel.
Click on Document Register and select Disciplines.
2. Create Disciplines
To create a new Discipline, click on the New Discipline button.
Enter the new discipline name and click Save.
3. Edit Discipline
To edit, simply select the Pencil Icon on the one you wish to modify.
Make your modifications and click Save.
Make your modifications and click Save.
4. Delete a Discipline
To Disable a Category, click on the category and then Options and select Delete.
Note that this will not delete the discipline, but prevent any future entries from being classified under this category.
5. Restore a Discipline
To restore a deleted discipline, toggle the Deleted button and click Restore icon inline with discipline.
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