Modifying Document Types

  1. Click the ‘Modify Document Types’ option from the ribbon above the dashboard.
  2. A new ‘Modify Document Types’ Tree’ window opens, displaying the folder structure of Document Types in a tree view.
    • Document Types can be added to the category folders, edited in their current positions, and deleted through this view. In the figure below, the Investigative Site folder is open, displaying the document types that are added in that category
  1. To add a new document type, click the main category into which the new document type is to be assigned. If the folder already contains document types, click the + sign next to the category’s folder icon to see the document types already contained in the category.
  2. Click the ‘Add’ button near the top of the window, right-click the folder where you want to add the new document type, or right-click the document type under which you want to add a sub-type. A new line appears with an editable field that reads New Document Type. Refer to the screenshot below:

  3. Type the name of the new document type to be added to the category folder.
  4. Press the Enter key. If you have more document types to add to this or other categories, you can repeat this process.
  5. When you have added all of the necessary new document types, click ‘Save’ at the bottom of the window. That window closes, and you return to the primary Document Types view. The document type that you have just created has now been routed to a proper index position. Refer to the screenshot below: