Document Types

System Location: Settings > Base Tables > Document Type

Document Types

Document types can be used to identify the various kinds of documents used within your business. When the Quality Application is available, document types are associated with defined / controlled documents.

For information about the Quality Application, please contact sales at 1-800 525 2143.

ClosedRecord Header - Document Types

The Record Header located at the top of the page indicates which specific record has been selected and for what purpose (new, edit, quick view) and displays record specific Action Buttons (discussed below.)

For more information see User Interface.

Action Buttons
Save (button)

This button is used to close the record and save any changes that have been made while it was open. In addition, the dropdown button allows you to Save and:

  • Close - close the open record.
  • New - open a new blank record.
  • Print - print any of the reports related to the open record.
Cancel (button)

This button is used to close the record without saving any changes that may have been made while it was open. If this button is used after a change has been made to the record, the system prompts to verify whether the record should be closed without saving the changes.

Answering "Yes" to the prompt closes the record without saving the changes.

Answering "No" to the prompt leaves the record open.

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Closed Document Type Details

An asterisk [*] indicates a required field.

Active (checkbox)

Checking this box indicates the document type is actively used.

  • Only active codes display as options when creating documents
  • Remove check for document types that are no longer used

*Document Type

This is the "short name" assigned to the document type by the user.

  • Must be unique
  • Can be up to 12 alpha-numeric characters in length

Description

Use the description to provide additional information about the document type.

  • Provide additional details about the kind of document that would be associated with this type
  • Appears on Document Type Navigator and various reports for reference

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