Articles
Document Types Overview
Each company has the ability to attach documents in various areas of the application, including a customer, site, system, work order, proposal, and vendor. When adding a new document, you must select a document type from a drop-down list. Prior to...
Add a Document Type
To add a new Document Type, from the main menu, arrive at the Document Types setup with this path: Setup > Other > Document Types. The Document Types list will be displayed. Click on the Add Document Type button at the upper left of the form. ...
Delete a Document Type
To delete a Document Type, from the main menu, arrive at the Document Types setup with this path: Setup > Other > Document Types. The Document Types list will be displayed. Locate the Document Type you want to delete, and then click on the Delete ...
Edit a Document Type
To edit a Document Type, from the main menu, arrive at the Document Types setup with this path: Setup > Other > Document Types. The Document Types list will be displayed. Locate the Document Type you want to edit, and then click on the Edit button...