Index 

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.

Basic Path

Document type

...

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

02. Access the Documents tab.

03. Click the Document Types option.

 In the main menu, click Control Panel, then check Customization container and click Document types.

0204. Click Add.

0503. Enter the code.

0604. Enter  Enter the description.

0705. 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.

04. Click Save.

Delete Document Type

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 ^{If there are documents linked to the type to be deleted, first you need to change them, and then delete the desired documents types.}

01. Select the Document Type you want to delete.

...

03. Click OK to confirm the deletion.

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