My Docs
Docs
My Docs

Doc Types

Concept

The Doc Types page works with document type records in the System module. It supports shared configuration and administration that affects multiple ERP modules.

Fields

FieldMeaning
Type CodeShort code for the document type.
NameDisplay name shown to users.
Applies ToEntity or workflow context where the type is used.
StatusWhether the document type is available.

HowTo

  1. Open System and choose Doc Types from the Document Mgt area.
  2. Use filters or search to find the record you need.
  3. Open the record to confirm its status and linked setup.
  4. For editable records, choose New or Update, complete the required fields, and save the record.
  5. Confirm the related workflow, access rule, notification, document requirement, or job now behaves as expected.

Screenshots

Document Management
Fig 1.0
Document Types
Fig 1.1
Document Types List
Fig 1.2
Document Types Search
Fig 1.3
Document Types New
Fig 2
Document Types Save
Fig 2.1
Document Types View
Fig 2.2
Document Types Edit
Fig 2.3
Document Types Delete
Fig 2.4
Document Types Activate
Fig 3
Document Types Deactivate
Fig 3.1
Document Types Discard
Fig 3.2
Prev
Document Mgt
Next
Doc Req Groups