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How Do I View Or Change a Document Type?
How Do I View Or Change a Document Type?
Updated this week

Documents have a Document Type, this can be used for reporting & batch printing by filtering the applicable Document Type (Eg BEO, proposal).

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

Update a Document Type

  1. Edit the relevant Document Template or Document

  2. Click on the current Document Type

  3. Select the new Document Type name from the dropdown

Additional Information

Document Types are managed by Admin Users. If there are additional ones required, or others not needed within your Organization, please reach out to your admin to have them updated.

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