Exact Globe+

Overview of document types

Menu path

System ➔ General ➔ CRM ➔ Document types

Introduction

This screen provides an overview of the document types available in the system. The document types are used to pre-define or set up the properties of documents of each type. You can create and maintain document types from this overview.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a document type?

1. In the overview of document types screen, click New.
2. In the Document types screen, define the fields.
3. Click Save.
4. Click Close. For more information, see Creating and maintaining document types.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit a document type?

1. In the overview of document types screen, select a document type to be edited.
2. Click Edit.
3. In the Document types screen, make the required changes.
4. Click Save, and then click Close.

How do I repair a document type?

1. In the overview of document types screen, select the document type to be repaired.
2. Click Repair.
3. A confirmation message “Repair: Document types. Continue” will be displayed.
4. Click Yes to repair the document type or No to cancel.

How do I delete a document type?

1. In the overview of document types screen, select the document type to be deleted.
2. Click Delete.

Related documents

• Creating and maintaining document types
• Inserting and deleting columns