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Creating and maintaining document types

Menu path

System ➔ General ➔ CRM ➔ Document types 

Introduction

On this page, you can configure a new or existing document type. By default, the General tab will be displayed. Creating your own document types provides a flexibility to use wider choice of document types in your business apart from the document types created by the system.

What version are you using?

The information in this document is applicable to product update 412 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create document types?

  1. In the System > General > CRM > Document types screen, click New.
  2. At Description, type the description of the document type.
  3. Define other fields, if required.
  4. Click Save to save the document type.

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

How do I edit document types?

  1. In the System > General > CRM > Document types screen, select the required document type, and then click Edit.
  2. Make the necessary change(s).
  3. Click Save.

Fields

Buttons

Related document

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.379.454
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
 Disclaimer

Attachments
EGN-OH412-Creating and maintaining document types-final.docx 29.6 KB View Download