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.
Enter the new Type name and click Save.
3. Delete a Type
To Disable a Category, click on the category and then Options then Delete.
Note that this will not delete the type, but prevent any future entries from being classified under this category.
4. Restore Type
To restore a deleted type, toggle the Deleted button and click Restore icon inline with Type.