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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.



Document type


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

02. Click Add.

03. Enter the code.

04. Enter the description.

05. Click Save.



Edit Document Type


01. Select the Document Type you want to edit.

02. Click Edit.

03. And the Document Type description.

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

04. Click Save.



Delete Document Type


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.

02. Click Delete.

03. Click OK to confirm the deletion.



Please note!

This documentation is valid from the 1.7.0 update - Lake. If you use a previous update, it may contain information different from what you see on your platform.