Modify or rename a document type list - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To modify the components of a document type list, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Document Types.
  3. In the right pane, on the Document Type Lists tab, select the list you want, and then click Modify.
  4. Modify any of the following document type list components:
    Situation Steps
    Rename the list
    1. On the General tab, in the Name box, modify the name as needed.
    2. In the Description box, describe the document type list.
    Add, reorder, or remove document types
    1. Click the List Members tab.
    2. In the Types list, select a document type and click Add.
    3. In the confirmation box, click Yes.
    4. Click Move Up or Move Down to change the order.
  5. Click OK. In the confirmation box, click Yes.