MoversSuite Administration (Web) > Common > Document Management > Document Types
Define types of documents to be referenced within Document Management. Document Types are assigned to a file either when being attached to an order or through the Properties setting.
Figure 24: MoversSuite Administration (Web) > Common > Document Management > Document Types
The following table describes the fields used to define Document Types.
|
Document Type Fields |
Description |
|
Type |
Enter a description (up to 10-characters) to be used to identify the general characteristic of the file, such as BOL, Email, Letters, Work Ticket, Inventory, etc.
Figure 25: Document Type example
MoversSuite provides the following default types: BOL (Bill of Lading) Confirm (Confirmation Letter) Fax OA Request Picture Spreadsheet Thank You (Thank You Letter) Work Ticket
Note: Document Types records cannot be deleted once they are associated to a Microsoft SharePoint record. |
|
Description |
Enter a more detailed description of the document type (up to 64-characters). This will be the default description for the type and will be displayed next to documents attached to an order within the Document Management viewer. Note: A user can overwrite this description when attaching files or updating document properties. |
|
Group |
Select a group that this document type will be displayed under within the Document Management viewer. For example, Document Types for BOL and Work Ticket may be organized together in the Move Documents group, while an email may be listed under the Correspondence group. Groups are defined within the Document Groups Setup. |
|
Is Work Ticket |
Check this flag to allow this document type to link an attached file to work tickets belonging to the order. When this flag is set for a Document Type, the Work Ticket Number selector will become visible as a required field within the Document Management viewer. |
