Set Document Type Order

PaperSave gives you the ability to set document type order using Set Document Type Order option which has been added under the Options Menu of Document Type Section. Using this option you are allowed to set the order of the Document Types. Once you have arranged the document types, you will be able to view the Document Type list in the same order. Click on Set Document Type Order button.

 

Note:

Set Document Type Order option will only get enable when a transaction type is selected and it consists of more than one Document Type.

 

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Click on image to magnify/shrink

 

Set Document Type Order Screen will open as displayed below:

 

1. Here you can view the list of Document Types for the selected transaction type.

 

2. You can click on Up and Down arrow icon to assign the rank to the document type.

 

3. Click on Save button to save the settings.

 

4. You can click on Save & Close button to save and exit the screen in a single click.

 

5. If you do not want to save the changes then click on Close button to discard the changes and exit the screen.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

As you exit the screen, you will be able to view a successful message. Click OK and exit the window to get directed to PaperSave Settings Screen and there you can view the order of document types that you have assigned. You can view the same document type order for the selected transaction type while adding a new document from Add Document and Document Explorer window.

 

Click on image to magnify/shrink
Click on image to magnify/shrink