Prerequisite

• Access the Configuration > Document Type (IT028) menu.

Introduction

Document types classify the documents registered in the system. For better organization, these types are presented in a hierarchical structure.

Next, see how to configure a document type.

Configuring document type

1. Access the Configuration > Document Type (IT028) menu.

2. Click the button to add a record.

3. On the screen that will open, fill in the identifier and the name.

4. If necessary, select a higher-level document type that, in the main screen hierarchy, will be one level above the record.

5. Finally, click the button .

Conclusion

In this way, the document type was recorded and can be associated with a document later.