How to add/edit Document Types

Prompt Support Updated by Prompt Support

Permissions required: Prompt Admin or System Admin

Document Types are used to categorise and organise documents.  They help to locate the right type of document when searching. A document type may have a template that will be used as a starting point when drafting a new document.

To manage Document Types, go to Admin -> Document Types

Add a new Document Type

Go to Add New Document Type

A new window will open for you to name your document type.

You may upload a file to be used as a template when drafting a document. To upload a file, drag the file to the Upload File box or click the Browse Files link.

Important: Not all document formats are supported for conversion. File formats supported are Word (.doc, docx), Excel (.xls, .xlsx), Powerpoint (.ppt, .pptx). All other file formats may be uploaded directly into the system and bypass conversion.

Locate and upload your template file, select Open.

Once completed, select Submit to save your document type.

The new document type will be listed ready to use. If your document type has a template it may be downloaded by clicking the Word file icon.

Edit Document Types

To edit an existing document type, select Edit

A new window will open. Edit the document type name and replace or remove the template file.

Reordering Document Types

When managing or searching documents, all document types will be displayed in the Document Types List by the order they are listed. To reorder document types it is possible to drag and drop within the list.

Once reordered the list will be saved automatically.

How did we do?

How to Check-Out a document

How to access the Document History