Modify Document Types & Categories

The Modify Document Types setting allows users to add, edit or delete document types to the respective category folders.

Add Document Type

To add a new document type, follow the steps below.

1. On the Document Types Management screen, click on the Modify Document Types tab from the top menu bar.
   
   
   
2. On the Modify Document Types’ Tree window, select a folder and click on the Add button.
   
   
   
3. Enter a name for the newly added document type and click on the Save button.
   
   
   

Edit Document Type

To edit the document type, follow the steps below.

1. On the Modify Document Types’ Tree window expand the category folder where the new document type was added.

2. Select the Document Type by clicking on the checkbox and click on the Edit button.

3. Edit the document type name and click on the Save button.
   
   
   

Delete Document Type

To delete the document type, follow the steps below.

1. Select the document type by clicking on the checkbox.
2. Click on the Delete button
3. Confirm the document type deletion by clicking on the OK button on the confirmation popup.
4. Click on the Save button once the record is deleted.
   
   
   

Modify Categories

The Modify Categories tab allows users to configure the Categories the document types are associated with.

Add Category

To add a new category, follow the steps below.

1. Click on the Modify Categories tab from the top menu bar.
   
   
   
2. On the Modify Categories window, click on the +Add button and enter the new category name.
   
   
   

Delete Category

To delete a category, follow the steps below.

1. Select a category to delete
2. Click on the Delete button from the top menu bar.