How to create document types?

Document types allow you to configure the documents managed in the inventory area.

To create a document type, follow these steps:

1. Go to Settings | General | Document Types;

2. In the list of document types, click on Create;

3. On the creation screen, fill in the document type details:

   • Document Type;

   • Description;

   • Type;

   • Is Default: select to set the document type as the default type;

   • Remarks.

When creating document types, it is important to bear in mind that, for each document type, there must be one, and only one, default document type.