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Configuring a document type

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To create a new document type, in the main screen toolbar, click on the button. To edit the data of a type, select it and click on the button.

 

At this point, fill out the ID # and the name of the type on the screen that will be displayed.

 

 

If necessary, select an upper level document type that, on the main screen hierarchy, is one level above the record in question.

 

Save the record after filling out the fields.