Document Types and Indexing

Creating a new Document Type
Are you in need of a new Document Type? Great, you came to the right place. We've created a simple step by step guide below just for you. So, lets get ...
Tue, 26 Oct, 2021 at 4:26 PM
Deleting Document Types
To Delete a Document Type, follow the steps below. STEP ONE: Navigate to the Admin Centre by clicking on Administration found on the charm bar Click ...
Fri, 19 Feb, 2021 at 12:55 PM
Adding a Document Type Index Field
To add a new Document Type Index Field: Hover over theDocuments tab on the left charms bar. Click Document Types, this will bring you to the Docume...
Mon, 13 Jan, 2020 at 12:08 PM
Deleting Document Type Index Fields
To delete a Document Type Index Field, you must: Select the field(s) you wish to delete. Click the Delete below FIELDS. Select YES from the pop-up.
Mon, 13 Jan, 2020 at 12:08 PM
Editing a Document Type Index Field
To Edit a Document Type Index Field: Hover over theDocuments tab on the left charms bar. Click Document Types, this will bring you to the Document ...
Mon, 13 Jan, 2020 at 12:09 PM
Editing Document Type Field Permissions
To Edit a Field's Permissions: Hover over theDocuments tab on the left charms bar. Click Document Types, this will bring you to the Document T...
Mon, 13 Jan, 2020 at 12:09 PM
Creating a Document Type Group
To create a Document Type Group, you must: Access the Admin Centre. From the left hand menu choose, Documents > Document Types. Choose the Ad...
Mon, 13 Jan, 2020 at 12:09 PM