Question

• How can I add a new Document Type for Company or Individual contacts?
• How can I edit/rename a Document Type for contacts?
• How can I delete/remove a Document Type for contacts?

Overview

Default Document Types for Contacts are document folders that you can use to attach various documents to your contacts. This type of default document folder is useful when you have a document or contract that has an expiration date.

Important things to note:

• Document Types for Contacts are set by Contact Type
• You can choose whether a Document Type has an expiration date or not when creating it
• Default Document Types for Contacts are created on an office-by-office basis (so if you have multiple offices in your DASH environment you will need to create them for each office)
• Once you add a new default Document Type, it is added to all existing contacts of that Contact Type
• Once you delete a default Document Type for a Contact, it will no longer be created on any new Contacts of that Contact Type.
• Any deleted default Document Types will not be removed from existing Contacts of that Contact Type.

Adding Document Types for Contacts

To add a new default Document Type:

1. Hover over Administration and click on Default Documentation Standards
2. There are two sections for adding a new Document Type for a Contact (Individual Contacts or Company Contacts)
   
   
   
3. Choose the Contact Type from the dropdown. 
   • NOTE: this will create a folder for ALL contacts with the selected Contact Type
4. In the Add New Document field, type in the name of the document
5. If this type of document has an expiration date, click the checkbox next to Expiration Required?
6. Click Add New Document
7. Click Save at the top of the page to update your changes
   
   

If you want this Document Type to appear for other contact types, you will need to repeat steps 1-3 for each contact type.

If you want this default Document Type to appear on contacts for other offices in your DASH environment, you will need to navigate to your profile (Administration > Employee) and change the office your profile is associated with. Then you will need to log out, log back in, and repeat the steps above for that office.

Editing Document Types for Contacts

Existing default Document Types cannot be renamed or edited. You will need to delete it and recreate it according to the changes you want to see.

Removing Document Types for Contacts

To remove existing default Document Types for contacts:

1. Hover over Administration and click on Default Documentation Standards
2. NOTE: there are two sections (Individual Contacts or Company Contacts). When deleting, make sure that you are under the correct section on the Default Documentation Standards page.
   
   
   
3. Choose the Contact Type that the default document is associated with from the dropdown
4. Once you've selected the Contact Type the page will refresh
5. Choose the Document Type name from the dropdown
6. Once it is selected from the dropdown click on the orange checkbox to delete it
7. Once you delete a default Document Type for a Contact, it will no longer be created on any new Contacts of that Contact Type. It will still show on any previously created Contacts.
8. Click Save at the top of the page to update your changes

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