Editing a Document Type
To edit a document type
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On the Navigation Tree, click Content System, then click Document Management and select Document Types.
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Click the name of the document type you want to change or click anywhere on the row, and then click . The Document Type page appears. For details about how to change its items see Adding a Document Type. When you open a saved document type for editing, the following additional tabs become available on the Document type page:
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Rights tab is used to assign the document type to appropriate roles, user groups and users.
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Templates tab is used to manage templates for document types.
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Report Instances tab is used to manage report instances for document types.
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Report Security tab is used to manage report security rules for document types.
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Available Views tab is used to manage views that will be available to a user working with a document type.
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PDF Print Settings tab is used to manage user’s print settings for a document type. If not defined, the default system settings will be applied.
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Excel Digital Signature tab is used to add a digital signature to Excel exports. This guarantees that the data provided to a user is not modified.
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Make the necessary changes and click Save. The system saves the modified document type to the database and displays the updated Document Types page, if the operation is completed successfully.