Add/ Edit Document Type Page

The fields and buttons located on this page are:

• Save: Click to save changes
• Cancel: Click to discard changes and return to the Document Types page. All unsaved changes will be lost.
• Name: Enter the name of the document type.
• Description: Enter a description of the document type.

Use this section to associate custom fields to the document type. Document custom fields are attributes of a document that help further describe it and its purpose. Examples of document custom fields might include trade, language, PO Type etc. With these values defined for each file, it broadens the scope by which users can report on, categorize, and search for the documents they need.

• All Custom Fields: Select the custom fields you want to associate to the document type, and then click the right directional arrow to add them to the adjacent Selected Custom Fields box.
• Selected Custom Fields: Custom fields in this box are those associated with the document type. Use the up and down directional arrows to change the order in which these fields will display to end users.