Document Types
The Document Types screen allows you to manage your organization’s official list of document types. This list helps standardize classification and settings across your documents. Access is restricted to users with the appropriate permissions.
- Selecting the Document Types section from the left-hand navigation panel opens a summary view of all existing document types within the system.
Creating and using document types is essential, as it allows you to group related documents under a common heading or category. This organisation makes it easier to manage, search, and group documents together under a common heading or type.
(a) + Create: The + Create button allows managers to create a new Document Type.
(b) Search bar: Allows managers to enter text queries to find a specific Document Type.
(c) Columns: The page is split into columns, these provide a summary of the type Name, the number, or amount of Documents that are associated to that type, a Date for when the type was created, and lastly an Actions column.
(d) The Actions column allows a manager to edit or delete a created type.
Pagination: The display is organised into numbered pages. This allows you to scroll through the pages of created document types.
Once created document tags can be used to easily filter documents by their type.