Document Types page is intended to view the list of all entered document types, add new document types, edit and delete them

Click here to view the Document Types page.

The main part of the page is the list of Document Types. The list can be sorted by any column both ascending and descending. To sort the list you should just click on the Column title.
The list has also some other properties: the columns can be hidden and then displayed again, the order of the columns displayed can be changed, and the list of document types can be filtered by some criteria. (Click here to see the description of these properties.)

To hide/show columns you should do the following: Click on the Properties button. In the Columns list select the check boxes of the columns you want to show or deselect the check boxes of the columns you want to hide. Click on the OK button. To reorder the columns you should do the following: Click on the Properties button. In the Columns list select the column you want to move up or down. Click on the Move up  button to move the column up or on the Move down  button to move the column down. Repeat steps 2 and 3 to reorder all the columns you want. Click on the OK button. To filter the list of document types you should do the following: Click on the Filter button (As a result will appear Filter Conditions panel). In the Filter Conditions panel enter or select the criteria by which you want to filter. Click on the Refresh button. As a result of filtering in the list of Document Types will be displayed only those document types who correspond to the entered or selected criteria. If no document type corresponds to criteria, then no record will be displayed in the table. To view all the document types or to start over the filtering you should click on the Reset button. To hide the Filter Conditions panel, click again on the Filter button.   Note: If you don't remember the whole Code or Name of the document type you can enter a single letter which can be either at the beginning or in the middle or in the end of the document type Code or Name. You can simultaneously filter by more than one criteria.

   Adding New Document Type

To add a new document type you should do the following:

1. Click on the Add button.(As a result will be opened a new window - Add Document Type
2. Enter the data into corresponding text boxes ( Code, Name).
3. Click on the Ok button.

Note:

Code and Name are unique and mandatory values. Before entering these values,make sure that there is no other document type with the same Code or Name.

   Editing Document Type

   Deleting Document Type

To delete document type you should do the following:

1. In the Document Types table click on the document type you want to delete.
2. Click on the Delete button

Note:

Those document types, which are assigned to at least one employee, can’t be deleted.

   Making Document Types Active/Inactive

To make document type active/inactive you should do the following:

1. In the Document Types table click on the document types you want to make active/inactive.
2. Click on the Edit button. (As a result will be opened a new window - Edit Document Type .)
3. Select Active check box to make the document type active, or deselect - to make inactive.
4. Click on the Ok button.

Note:

To see in the Document Types table also inactive document types, make sure that the Show inactives check box in Filter Conditions box is selected.

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