Document Library - Document Types

The Types Category is used to create document types such as memos, fax forms, and letters. Each merge document is assigned a document type for easy sorting and grouping.

To view an existing type or to create a new type, click the Types Category. The Display Panel appears.

You can add as many document types as you want. Make your document type descriptions as unique as possible.

To add a new type, click on New.  The following screen will appear.

Enter the new name and press OK.

To change the name of a type, highlight the one you want to change and either double-click or single-click and press edit.  Change the name and press OK.

To delete a type, highlight the one that you wish to remove and now select Delete from the menu. Click Yes to confirm the deletion.

Note:  When you edit a document type, the system changes all existing occurrences of the document type. You cannot delete a document type in use by a record in the system.