As an administrator, you have the ability to create, edit and delete different managed document types. These types will appear when creating new managed documents within the managed documents summary screen.
The columns in the table hold the description and the order of the types that have been added. There are 3 default types Policy, Bylaws and Contracts. The order of the types can also be updated.
The filter bar can be used to filter the document types by description only. This allows you to narrow down your search to edit or delete a specific document type.
The description and order can be sorted using the headings. Simply click on the heading and the list will sort alphabetically or numerically. If you click the heading again, the list will reverse sort.
When adding a new document type, both fields are required to save the type to the list. The order cannot contain negative or decimal values. It is possible to have the same descriptions and orders for multiple types.
A document type can only be deleted if there is nothing within the type. The checkbox will be blocked for selection and a tooltip will appear to say "This managed type is used on a document and cannot be deleted." To delete the document type, change all documents linked to a different type and delete the type.
