Overview:

Document Types bring together your Categories and Email Templates into a specified type, to be used in Documents communications.

Screen Guide:

Open

Click the Type Id field to edit an existing Document Type, and + New Type to create a new one. Note that the intended Category Hierarchy and Email Templates need to be set up prior to creating a new Type.

Create/Edit Types

Open

• Type – This is the list from Category Hierarchy. If the type you are after does not appear, you can add it there.

• Template – Select from the existing Email Templates list .

• Report Type – You can use the standard ‘Document Register’ report type or a custom type.

• Default Details – This is the default document body for this document type. Basic html formatting is available.

Next Steps:

Once you have created or edited a Type, it can be used when creating Documents.