Click here to view the "Add a New Document Type" video
Step #1
Click here to add a new "Document Type".
Step #2
Click here to add new "Documents Types" to your system.
Step #3
Click here to create a new "Document Type".
Step #4
Enter a name for your "Document Type". Provide the full name of the document type. This will be used to categorize documents and identify them throughout the system. Example: Standard Operating Procedure, Work Instruction, Form.
Step #5
Enter "Name Abbreviation". Provide a short abbreviation for the document type. This abbreviation will be included in the document serialization to help quickly identify the type of document. Example: SOP for Standard Operating Procedure, WI for Work Instruction, FRM for Form.
Step #6
Enable Document Validity Footer. Choose whether to display a validity footer on printed copies of controlled documents. When enabled, a footer will appear on each page to indicate how many days the document is valid for.
Step #7
Click "Create Document Type".
