Who is this article for?

Ideagen EHS User managing documents.

Access to Administrative Permissions is required.

Document Types – Allows administrators to enter the various types of documents available for selection in the Document Type field found in the Document Details section. This article outlines the different document types.

1. Document Types
2. Adding a New Document Type
3. Deleting Existing Document Type
4. Edit/Modify Existing Document Type
5. Exporting Document Types to Excel
6. Further Reading

1. Document Types

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Types menu item in Setup

2. Adding a New Document Type

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Types menu item in Setup
5. Click on the Add button
6. Complete the Details in the Document  Types screen and click on the Save Button

3. Deleting Existing Document Type

1. Click on the Setup Icon.
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Types menu item in Setup.
5. Select the Document Type from the Document Types List.
6. Click on the Delete button.
7. After clicking on Delete Button, a Pop-up window will show a message You are about to delete the record(s). Continue?. Click on the OK Button.

4. Edit/Modify Existing Document Type

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Types menu item in Setup.
5. To Edit/Modify an existing Document Type. Select the Document from the List.
6. Edit the details in the Document Types screen and click on the Save Button.

5. Exporting Document Types to Excel

1. Click on the Setup Icon
2. Click on the Module Setup Menu Item.
3. Click on the Document Management Menu Item.
4. Select the Document Types menu item in Setup.
5. Click on the Export to Excel Icon.
6. Open the downloaded Excel to view the Document Types.

6. Further Reading

• Document Level Types
• Business Process