Document Types

The Document Types selectable allow you to update or create the document types that can be uploaded on proposals/invoices, work orders, and store/client/vendor records. If the document type is set to Active, it will appear on the Document Type drop down list when uploading a document. 

Note: To utilize this feature you must have administration permissions. 

How to Create Document Types

Step 1: Click on Administration>Selectables>Document Types. 

Step 2: Click on the + in the top right-hand corner of the grid. 

Step 3: Enter the Name, Description, and select Yes or No on the Active field. 

Step 4: Click Save. 

To Update an Existing Document Type

Step 1: From within the document type grid, double-click on the document type to edit. 

Step 2: Edit any of the desired information. 

Step 3: Click Save.