Modify a Document Type

Print this Topic  Previous Topic Home Topic Next Topic
You are here: Document Types >Modify a Document Type

You can modify an existing Document Type from the Settings pane.

 

To Modify a Document Type

1.In Globodox, select Settings > DB Settings > Document Types in the Navigation pane. The existing document types will now be displayed in the right pane i.e. the Document Type list.
2.Double-click the Document Type that you want to modify from the right pane. The document type will now open in its window.
3.By default the Information pane will be displayed. Modify the required data.
4.Click the Fields tab to modify data fields of the Document Type. The Fields pane will now be displayed. Modify the required fields.
5.Click the Save button to save the changes.

 
Notes:

By default the Document Name is the Primary field of the Document Type.
To delete a data field, right-click that data field in the Field List pane and select the Delete option.
You can change the order of data fields by using the navigation options available on the right-click menu. To move a data field one position upwards in the list, right-click it and select the Move Up option. To move a data field one position down in the list, right-click it and select the Move Down option.
 

Related Topics

Create Data Fields for Document Types

Set a Document Type of a Document

Delete a Document Type

 

 


Page URL: http://www.itaz.com/globodox/help/index.htm?modify_a_document_type.htm