The document management system handles several types of documents including letters, worksheets, and simple notes. Before you can create documents of a certain type, the document type must be created in the form.

By default, all documents are stored in the selected on the form. However you can select alternative folders for the individual document types.

Also by default, all document types are available from all forms, but some document types are only relevant for certain tables, such as, if you only want to create customer letters for records in the form. When you associate a document type with a specific table, it is not possible to create any documents of that type, in other tables.

Create a new document type

  1. Click > > > .

  2. Press CTRL+N to create a new document type.

  3. In , type a code for the document type.

  4. In , type a descriptive name for the document type.

  5. In the list, select the type of document to create.

  6. In the list, select a group for the document type.

Select an alternative archive folder for the document type

  1. In the form, select the document type that should be stored in another folder than the default folder.

  2. Select the tab.

  3. In the drop-down list, select .

  4. In , type the path to the alternative folder.

Restrict the use of a document type

  1. On the form, select the document type that should be restricted.

  2. Select the tab.

  3. Select .

  4. Click .

  5. Press CTRL+N to create a new line.

  6. To enable use of the document type in a table, in the drop-down list, select that table. This also restricts the use of the document type to just that table.

  7. Repeat steps 5 and 6 to add more tables to the list, and click OKwhen you have finished.