How to modify the types of documents?

How to modify the types of documents?

  1. Enter the "System Settings" identified with a gear icon in the top right corner.
  2. Go to the "Dropdown Lists" tab, located next to the "Catalogs" tab.
  3. Scroll down to the "Document Control" module.
  4. Click on "Document Type," where you'll see a list of all document types currently registered; you can delete them and access each one to view or edit its information.
  5. To add a new one, click on "New."
  6. Enter the new document type and click on "Save."

The document types will appear on the screen to add new documents.


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