Header
The Header section of Document Types register is where the general data of the document type is defined, such as name, ID, group, info for documentation and so on.
This section is found and is the same for all document types.
Below is a description of section's features.
| ID |
Enter a unique alphanumeric ID of the document type. The lenght of ID is determined in the DT field in the Company panel of Administration Panel. |
| Short Name |
In this field, you can enter a short name of the document type. The short name can have up to 13 characters. |
| Name |
In this field, you can enter a name of document type. The name can have up to 30 characters.
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| Record Only |
If this checkbox is enabled, the document type is for record only.
That means that the document type will be visible and documents can be created, but not all functionalities will be avaliable. For example no invoice can be created, document type won't appear in certain reports and so on.
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| Group |
In this field, a group can be specified in order to group selected document types in the menu.
A group can be created by typing the group name in the field. Once the group is saved it will be avaliable on other document types to select from the drop-down list.
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| Link to LT/LX Menu |
In this field, a document type can be linked to another document type from the LT/LX verison of PANTHEON.
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| Archive |
In this field, select an Archive for documents of this document type. Once the documents of this document type will be sent to DMS, they'll be saved in archive determined here. |
| Classification |
In this field, select an Classification for documents of this document type. Once the documents of this document type will be sent to DMS, they'll be assigned a classification selected here.. |