Configuring document types

A document type is a category of documents that is used to apply broad characteristics like icons and statuses available to a large group of similar documents.

Each time a user creates a new document in the Document Manager, they must choose a document type for the document.

Adding document types

Add document types when you want to specify kinds of documents that can be created in NexJ CRM.

To add a new document type:

1. Navigate to the Document Codes page.
2. In the Document Types tab, click the Add button 

   

   . The Add Document Type dialog opens.
3. Fill in the document type's name by entering a name into the Name field.
4. Click OK. The Add Document Type dialog closes.

Deleting document types

Delete document types when you no longer need them.

To delete an existing document type:

1. Navigate to the Document Codes page.
2. In the Document Types tab, click the Action button 

   

    for the document type you want to delete, and click the Delete button 

   

   .

If you have already used that document type in NexJ CRM, you will be unable to delete it.

Modifying document types

Modify a document type when you want to update some of its properties.

To modify the properties of a document type:

1. Navigate to the Document Codes page.
2. In the Document Types tab, select the document type you want to modify, and click the Edit button 

   

    in the Details subtab. The Edit Document Type dialog opens.
3. Make your desired changes in the corresponding fields.
4. To change the document type's icon, in the Icon field, click the Select button 

   

   .The Select Icon dialog opens.
5. Select your desired icon and click OK.The Select Icon dialog closes.
6. Select or clear the Active checkbox to make this document type accessible or inaccessible.
7. Click OK to save your document type modifications.

The document type is modified.

Modifying document type statuses

Modify document type statuses to select a default status and all possible status settings.

To modify document type statuses:

1. Navigate to the Document Codes page.

2. In the Document Types tab, select the document type for which you want to modify statuses.

3. Click the Statuses subtab.

4. To modify all of the available statuses for the document type:

   1. In the Status area, click the Select button 

      

      . The Select Statuses dialog opens.

   2. In the list on the left side of the dialog, select the statuses that you want to make available for the document type, and click Add.
      

      

      The Completed status is required and cannot be removed.

      Your selections are added to the available statuses list on the right side of the dialog.

   3. Click OK. The Select Statuses dialog closes.

5. To modify the default status for the document type:

   1. In the Default Status field, click the Select button 

      

      . The Select Default Status dialog opens.

   2. Select your desired default status and click OK. The Select Default Status dialog closes.

The available statuses and default status for the document type are modified.