Overview
This entity refers to the identification of document type used in the system prior to selection of document category. This is useful for the site admin during set-up of document library.
Navigation
Catalogues ► Document Type
Document Type screen Fields
Field | Description |
Code | Unique identification code. |
Active | Active status - if checked, Document Type is active. |
File Mandatory | This field defines if the Document Type is mandatory. |
Description | Description of the Document type. |
Procedure
User: Admin
- User is logged into the system.
- User goes to Document Type option.
- System presents Document Type form.
- User clicks on ‘Create’ Button.
- User fills out the Document Type information form presented by the system.
- User clicks ‘Save’ button.
- If users does not save the Document Type information, system does not record it and shows error message.