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Document Types Grid

Make the following selections from the eSite menu to display this grid:

Setup—Global—Document Types

Use this grid to manage document types. Although an optional setup item, document types must be set up in order to attach documents to properties, buildings, units, leases, or Auto-Emails.

Note

Filter Buttons in column headers allow you to change what appears in the grid.

Grid Fields

Add/Edit Document Type

To Add a Document Type

To Edit a Document Type

To Delete a Document Type

See Also

Document Types Overview

Properties Grid

Buildings Grid

Units Grid

Lease Changes Task Selection Tab

Setup Questions for Document Types

Setup Sequence