Document Type

Document Types are a way for you to categorize different types of documents while they are being attached. They act as file folders associated to the Transaction Types. Each Document Type can have its own unique security settings and associated metadata. The Document Type option allows you to manage the Document Type of any Transaction Type, wherein you can Add, Edit, or Delete a Document Type. You can even manage profile fields for a specific Document Type.

PaperSave 5.2 now provides a few more Document Types under some Transaction Types of the respective modules for Host Application. Click here to view the list of newly introduced Document Types.

 

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Click on image to magnify/shrink

 

Understanding Toolbar:

 

Description of the all the options available under each group is mentioned below:

 

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Click on image to magnify/shrink

 

Document Type Group:

 

1. Add: This option allows you to add new Document Type for the selected Host/Non-Host Application.

 

2. Edit: This option allows you to edit existing Document Type for the selected Host/Non-Host Application.

 

3. Save/Update: This option allows you to save/update the added/edited Document Type for the selected Host/Non-Host Application.

 

4. Delete: This option allows you to delete the selected Document type for Host/Non-Host Application.

 

5. Cancel: This option allows you to cancel the current action.

 

6. Add Field: This option allows you to add new Profile Field for the selected Document Type.

 

7. Edit Field: This option allows you to edit the selected Profile Field.

 

8. Save/Update Field: This option allows you to save/update the added/edited Profile Field for the selected Document Type.

 

9. Add Lookup: If you have selected "Add LookUp" checkbox while adding a profile field, then you can add query for lookup by clicking Add Lookup button available on the ribbon. Lookup allows you to set queries which can use the profile fields defined for a particular document type. Depending on the result of the query you can determine the action to be taken in the workflow.

 

10. Delete Field: This option allows you to delete the selected Profile Field for respective Document Type.

 

11. Global Field Template: This option allows you to create a Global Field Template, which can be used while attaching documents. This Global Field Template is visible to all users. Click here,to know more.

 

12. Cancel Field: This option allows you to cancel the current action that is being performed on Profile Field.

 

13. Set Document Type Order: This option allows you to set the order of the Document Types. Click here, to know more.

 

Option Group:

 

1. Show Filters: This option will Show/Hide the filters for each column on the top of the Document Type grid.

 

2. Show Grouping: This option will display the grouping bar on the top of the grid. You can group columns by dragging the header of the column to this bar.

 

3. Export: This option is used to export the Document Types displayed in the grid to an Excel file.

 

Help Tab:Click here to get directed to Help section.

 

You can go through the below mentioned topics to know more about how to add/edit/delete the Module for Non-Host Applications into PaperSave:

 

Add Document Type

 

View Document Type

 

Edit Document Type

 

Delete Document Type