What are Document Types?
Document Types refer to different categories or classifications of documents based on their content, purpose, or format. They help organize and classify various types of information for easy retrieval, storage, and management.
For example, your account is pre-configured with the following document types:
Application
Carrier Brochure
Fact Finder
Identification
Scope of Appointment
Other
Adding New Document Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Document Types section > click New button
Complete the New Document Type form
Name
Description
Custom Fields*
Click Save.
🔍 Tip: Custom Fields can be created on a case by case basis. Examples include: Issue State, link to document, etc. To learn more about custom fields, visit INSERT LINK.
Editing Existing Document Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Appointment Types section
Go the Action Menu
> select Edit for the document type you wish to edit.Complete the Edit Appointment Type form pop-up window.
Click Save.
Merging Document Types
If you want to consolidate Document Types, you can merge one into the other. Please use extreme caution because once merged, they cannot be unmerged.
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Document Types section
Click the Merge button
Complete the Merge Document Types popup form
Select the Merge From Field
Select the Merge To field
Click Merge
🛑 IMPORTANT! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.
🔍 Tip: For Statements to display on the Swivel Summary, they must be a Statement document type.