Common Configuration

Clicking Document Types Management opens its dashboard on the right. Refer to the screenshot below:

• In the Common Configuration panel, you can make it so that users cannot select a main document type name if one or more sub-types exist for that type.

• In this panel, you also select whether Document Types are sorted by Logical order (the order in which they were entered) or sorted Alphabetically.

• Here, too, you select the default Auto Name Separator; you can choose any character, or you can make the auto separator a blank space.

• On enabling Allow edit fields with default value assigned, some document metadata fields will be filled automatically on creating a document and selecting a document type from the configured list.

• In this version new checkbox is added to Enable sequential numbering. It allows sequential numbering with two options.

  • By Document type

  • By Room

• If you make any changes in this panel, click Save at the bottom of the panel.