Document Types Overview

Document types define the types of documents allowed to be attached to specific functions within the system. Common document types are .doc for Word document and .pdf for Adobe Acrobat PDF document. These defined types of documents can be attached to properties, buildings, units, leases or Auto-Emails.

Setting up document types is optional.

List Document Types

Setup—Global—Document Types

Use this menu item to set up Document Types for use in the application.