Document Register | Create and Edit Document Type
Purpose
From the Document Control Panel, you can create and manage Document Types categories. These categories are used to classify and organise documents when uploading them to the Document Register.
Consideration
- Only Administrators can create and modify categories in Control Panel
Steps
1. Access Document Type Settings
On the far right, the cog will take you to control panel.
Click on Document Register and select Types.
2. Create New Types
Click on the New Type button.
Scroll to the bottom of the screen, Enter the new Type name and click Save.
3. Delete a Type
To Disable a Category, click on the category and then the Trash Icon.
Note that this will not delete the type, but prevent any future entries from being classified under this category.
Related Articles
Document Register | Create and Edit Document Status
Purpose From the Document Control Panel, you can create and manage Document Status categories. These categories are used to classify and organise documents when uploading them to the Document Register. Consideration Only Administrators can create and ...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. Only Administrators can create and modify ...Edit Document Details in Document Register
Purpose Commnia's Document Register provides a mass edit function that enables users to modify document details that have been uploaded and classified or labelled incorrectly. With this feature, users can easily update information such as Document ...Document Register New Layout Overview
Commnia's' document register is the central repository of project-related documents with the added feature of document revision control; assisting you with ensuring all relevant project teams are working from the most recent revision. Document ...Create a New Project
Purpose Effectively set up, maintain, and add users to your projects in Commnia, fostering seamless collaboration and efficient project management within the platform. Consideration Only Administrators have the ability to create projects Steps 1. ...