Document Types
Overview
Documents are an optional feature within the CAG Database that allows documents to be uploaded for a group. This might be training paperwork, or an insurance document. Those categories, or types, can be set within the Document Types system settings page.
Understanding Document Type Fields
Name |
Description | Input type | Requirement Type |
---|---|---|---|
Document Type Name | The name assigned to this document type. It provides a descriptive label for the document type, aiding in easy recognition. | text |
required |
Document Type Description | Additional information about this document type, aiding users in understanding its context. | text |
optional |
How to Add a Document Type
- Navigate to the Document Types section within the System Settings.
- Press the "Add document type" button, which will open the Add Document Type pop-up.
- Fill in the Type Information:
- Type Name: Enter the name of the type (e.g., "Training Paperwork").
- Description: Provide a brief description of the document type.
- Press the "Save" button.
- A new document type has been added and is now visible in the Document Types Table.
How to Edit a Document Type
- Navigate to the Document Types section within the System Settings.
- Locate the type you wish to edit in the Document Types Table.
- Press the button in the Actions column, which will open a menu.
- Press the "Edit" option to open the Edit Document Type pop-up.
- Update the type information as needed:
- Type Name: Modify the name of the type.
- Description: Update the description of the document type.
- Press the "Save" button to apply the changes.
How to Delete a Document Type
- Navigate to the Document Types section within the System Settings.
- Locate the type you wish to delete in the Document Types Table.
- Press the button in the Actions column, which will open a menu.
- Press the "Delete" option, which will open a confirmation pop-up.
- Press "Yes, I'm sure" to confirm the deletion or choose "No, cancel" to stop the type from being deleted.
How to Search and Navigate Document Types
To efficiently manage and locate specific document types, use the search and navigation functionalities provided on the Document Types page:
-
Search Document Types:
- Use the search bar at the top of the page to enter keywords related to the document type you are looking for.
-
Navigate Through Pages:
- Use the pagination controls at the bottom of the table to navigate through different pages of document types. Adjust the number of rows displayed per page using the dropdown menu.