Related Questions:
What is a Document Type used for?
Environment:
Event Temple Web App
Procedure:
Documents have a Document Type, this can be used for reporting & batch printing by filtering the applicable Document Type (Eg BEO).
Viewing a Document Type
Document Template
The Document type is listed from the Document Template Page:
Document
The Document type shown on the Document page or Document sub-tab in the Booking Summary
To update a Document Type
Edit the relevant Document Template or Document
Click on the current Document Type
Select the new Document Type name from the dropdown
Additional Information
The different Document Types can be managed by a System Admin if there are additional ones required, or others not needed within your Organization.