The Document Types is a module where documents are classified and mapped with a client’s company master or a client’s user master.

In various places of the application, the user has to attach documents, before attaching the document user has to select Document Type which can be selected from the Document Type dropdown, if the desired document type is not available then it can be created from the document type master.

How to Create Document Type?

 

Follow the following steps to create Document Type.

 

STEP 1 :  Click on the Master and Go to Document Type

 

STEP 2 : Click on the Document Type Button

 

 

STEP 3 : Create Document Type Popup window appears

 

STEP 4 : Enter the Document Type Name

 

STEP 5 : Select the Map Master (Company document Type Master/User document Type Master)
Note: If the selected map master is Company Document Type then that Document type is displayed in the Company, and if the selected map master is User Document Type master then that type will display in user master.

 

STEP 6 : Click on the Submit button to create.

Note: Click on the Cancel/”X” button to abort the Document Type Creation.