You can set the Document Type of a document by dragging and dropping the document to that Document Type.
To Set a Document Type of a Document
1. | Select a document from the List View pane, to set its Document Type. The document will now be displayed in the Document Details pane. |
2. | By default the Information pane will be displayed on the left side of the Document Details pane. Select a Document Type from the Document Type drop-down. The Data Fields of the selected Document Type will now be displayed. |
3. | Enter appropriate descriptive/indexing information of the document in the respective data fields. |
4. | Click the Save button on the Information bar. |
|
Notes:
• | To view documents based on their types, expand the Document Types node in the Navigation pane of the Globodox main window and select a Document Type (e.g. Invoice). All the documents that have their Document Type set to Invoice will now be displayed in the List View pane. |
• | Use the Undo button on the Information bar to undo the changes you made, in the Information pane. |
• | You can assign a common Document Type to multiple documents together. To do this, first select the documents. Then go to Document Details pane --> Information pane --> Document Type drop-down --> select the relevant document type from the drop-down. This will update all the documents with the new, common document type.
|
Related Topics
Find and Add a Document
Relate a Document to a Stack
Share Documents with Other Users
Page URL:
https://www.globodox.com/support/help/index.htm?set_document_type_of_document.htm