Document Types

By creating document types in Eccentex AppBase, organizations can establish consistency and efficiency in document generation and management.

Document types streamline document-centric workflows and enable better organization, retrieval, and collaboration on documents within the application.

Steps

1. On the top right, navigate to 

   

    → <<your solution>>
2. On the left, navigate to 

   

    → Setup
3. Navigate to Document Management → Document Types (1).
4. Click on the Add New plus button (2).
   

   

5. On the pop-up window, insert a Name and Description. The Permanent Code is auto-generated based on the name.
   

   

6. Save the new document type.
7. When a document type is defined, you can start using it on the case type, as illustrated in the following image.
   

   

Related Articles

• Document Settings
• Working with Documents in a Case