Document Types

The Document Types feature allows users to create a standardized list of commonly sent files. Document types are used when tagging a file using Flexdocs. Users can create/edit document types. To edit/delete document types created by other users, you will need to have the Super User role. More information here: User Roles

Create a Document Type

The steps below outline how to create a new document. Document types can be set to only be usable by a specific team. To limit the access for a specific document type, first select the desired team from the team switcher. 

1. Click on the user profile menu by clicking your initials in the bottom left of the screen, then select "Flexdocs Document Types" option.                                                                                               
2. Click on "+ Add Document Type"
3. Enter the name for the document type
4. If you want this type to be usable by all teams then select the "Available to All Teams" option
5. Click the "Save" button

Edit Document Type

You are able to edit any document types that you have created. The steps to edit are listed below:

1. Click on your user profile menu by clicking on your initials in the bottom left of the screen, then select "Flexdocs Document Types" option.                                                                                          
2. If you are permitted to edit document types, you will see a pencil icon available in the list of document types. Click this icon to edit the list of documents.
3. Make any desired changes to the document type then click the "Save" button

Delete Document Type

You are able to delete any document types that you have created. The steps to edit are listed below:

1. Click on your user profile menu by clicking on your initials in the bottom left of the screen, then select "Flexdocs Document Types" option.                                
2. If you are permitted to delete document types, you will see a trash can icon button available in the list of document types. Click this button to delete the specific document type.
3. Click "Ok" in the confirmation dialog window