Editing Document Type

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Editing Document Type

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To edit the document type, perform the following:

1.On the application home page, in the left pane, click Master Document Type. The Document Type workbench appears on the right pane like the one shown below:

 

document_type_workbench_zoom65

 

2.In the document type master, click Filter (filter_icon) icon next to any respective column to find the required master.

 

document_type_search_zoom40

 

 

3.Choose Operator from the drop-down menu as Contains, Does not contain, Starts with, Ends with, Is equal to, or Is not equal to.

4.Enter operator Value.

5.Choose Filters logic from the drop-down menu as And or Or.

6.Choose Additional Operator from the drop-down menu as Contains, Does not contain, Starts with, Ends with, Is equal to, or Is not equal to, if required.

7.Enter additional operator Value, if required.

8.Click Filter. The filtered masters will be displayed below.

9.Select the required master.

 

document_type_search_result_zoom78

 

 

10.Click Edit (edit_icon_green) icon.

11.Edit the required details.

12.In the menu bar, click Save (save_icon_blue) icon to save the document type. A pop-up window appears.

 

document_type_creation_success

 

13.Click OK.