Editing a Document Type

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

Rights tab is used to assign the document type to appropriate roles, user groups and users.
Templates tab is used to manage templates for document types.
Report Instances tab is used to manage report instances for document types.
Report Security tab is used to manage report security rules for document types.
Available Views tab is used to manage views that will be available to a user working with a document type.
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.
Excel Digital Signature tab is used to add a digital signat ure to Excel exports. This guarantees that the data provided to a user is not modified.

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.