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Basic Path

 

01. Select the Control Panel feature in the main menu.

02. Access the Documents tab.

03. Click the Document Types option.

04. Click Add.

05. Enter the code.

06. Enter the description.

07. Click Save.

 

Alternative Path(s)

 

Edit Document Type

 

01. Select the Document Type you want to edit.

02. Click Edit.

03. And the Document Type description.

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The system does not allow you to modify the code field.

04. Click Save.

 

Delete Document Type

 

01. Select the Document Type you want to delete.

02. Click Delete.

03. Click OK to confirm the deletion.

 

 

Speaking of Document Types...

The information registered in this function has the objective of identifying the document types published in the platform.

In the platform, some standard types are associated with a file extension. If a new document is created and no type is added manually, platform identifies the type and it automatically associates the standard type to the document.