Interprise Suite 2008 Help Send comments about this topic.
Document Types
Getting Started > Setting Up a New Company > System Setup > Document Types

Glossary Item Box

Introduction About:

Document Types are used to classify documents for the CRM Document Management.

 

Terminology Steps:

Define Document Types

  1. Go to the System Manager module.
  2. Select Document Type under the Maintain menu. The Document Type setup form is displayed.
  3. Click New button to add a new line.
  4. Enter source e.g. Purchasing in the Department column.
  5. Click the Active checkbox.
  6. Save the details before closing the Department setup form.

 

How To How To:

ShowInactivate a document type

  1. In the Document Type setup form, select the document type in the list.
  2. Uncheck the Active checkbox.
  3. Save the details before closing the Document Type setup form.

 

ShowDelete a Department

  1. In the Document Types setup form, select the document type to delete.
  2. Click on the Delete option in the toolbar menu.
  3. Choose Yes in the prompt to delete.

 

Next Steps Next Steps:

Assign users to departments. See Also: User and Security Setup > User Accounts

Converted from CHM to HTML with chm2web Pro 2.76 (unicode)