Document Types

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...

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 opens. Click the Add Document Type button at the upper left of the form. Th...

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 ...

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...