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Document Type

Tue, 2015-12-08 07:19 — smondal

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

  1. User is logged into the system.
  2. User goes to Document Type option.
  3. System presents Document Type form.
  4. User clicks on ‘Create’ Button.
  5. User fills out the Document Type information form presented by the system.
  6. User clicks ‘Save’ button.
  7. If users does not save the Document Type information, system does not record it and shows error message.
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