Editing a Document Type

To edit a document type

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.

  2. Click the name of the document type you want to change or click anywhere on the row, and then click clip0003. 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:

  1. 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.









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