Create Document Types

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

  1. 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.


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