Document Types

The steps below provides a walk-through the Document types submodule.

Navigate Document Types#

• Access the Document Management sub-module of the System module.

• Click on Document Types

• This displays a list view of Document Types

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records.
  • Class: A drop down list of all classes of documents

Create a Document Type#

• To create a document type, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:
  • Type Class:
  • Type Code: A drop-down list of different types of Finance House class code.
  • Type Name:
  • Validity Check:
  • Validity Period:
  • Issuer Type:
  • Issuer Name:
• Hit the Save and Close button to save

View a Document Type#

• To view a particular document type, click on the document type ID

Edit an Document Type#

• To edit the data of a document, take the following steps:
  • From the list view, select the document you want to edit and click the Edit button
  • This brings you to an edit view of the item where updates can be made

Delete a Document Type#

• Select the document type you want to delete, click the Delete button

Activate a Document Type#

• Only pending document type can be activated.
  • Use the Filter to search for the document type with a status of pending and hit the Activate button

Deactivate a Document Type#

• Only active document type can be deactivated
  • Select the active document you want to deactivate
  • Click the Deactivate button

Discard a Document Type#

• Select the document you want to discard, click the discard button