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Document Types Tab
Make the following menu selections to display this tab:
eFinancials (or ePO)—Setup—Global Setup—Document Types
Use this tab to manage document types for all modules that use documents.
Document types
must be set up in order to attach documents (with that type) to a variety of items
such as billings, checks, companies, invoices, journal entries, purchase
orders, receipts, etc., throughout eFinancials, ePO, and Job Cost. Refer
to Effect of Permissions
on Documents for more information.
Fields
Fields
Grid Fields
Extension
The document extension; for instance, doc for
a Word document.
Note
Enter just the extension without the period.
Description
A description of the document extension; for instance
Word document.
Delete
Select this button to delete a document type.
Buttons
Add
Select this button to add a document type.
Find
Select this button to locate a file extension.
Enter the file extension and then click the Find
button.
Procedures
To Add a Document Type
- Select the Add button. The Add Document Type tab displays.
- Complete the tab
using the field list; Add or Edit Document
Type
- Select the Save button to save the document type. The grid displays
again.
- To continue, complete
another document task or select another option from the menu.
To Edit a Document Type
- Locate and select
the document type for which you want to edit data. The Document Type tab
displays.
- Edit the tab using
the field list; Add or Edit Document
Type
- Click Save.
To Delete a Document Type
- Locate the document
type you want to delete on the Document Types tab.
- Click the Delete
icon . A delete confirmation message displays.
- Click OK to confirm the deletion. The system deletes the
document type.
See
Also
Document
Types Overview
Documents
Tab
Add/Edit
Document Type