DocumentTypes

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Administrators can manage Document Types. Document Types are only specific for Records or Documents. They are like categories in which you to place a specific Document. Example: Record Request is a Document Type, each individual request added to the DOMA portal (e.g. 00873456-JamesWest-Request) is an instance of that Document Type.

When you are on this page you can:

  1. Add a Document Type by clicking on the Add tab at the top of the Document Type list.
  2. Find a Document by typing in the first few letters into the Find box; then hit the magnifying glass IconSearch.png.
    • You can also use the Wild Card character: Asterix.png
    • Clicking the magnifying glass while the Find box is empty will bring the full list back again
  3. Edit a Document Type by clicking the pencil iconEditPencil.png
  4. Delete a Document Type by clicking the red "X" EditDelete.png next to its name. You will be prompted with a pop-up box to confirm the delete.
  5. Change the Order of the the Document Types(this will change the order in Users' search results as well).

NOTE: You can Sort by Ascending or Descending order by clicking on the column heading.

DocumentType.png


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