Question

• How can I add a new Document Type (aka document bucket) to jobs to attach templates to?
• How can I remove / delete an existing Document Type?
• How can I edit / rename an existing Document Type?

Overview

Default Document Types are the buckets that you attach job templates to. They are located on the job in the Documents tab.

Important things to note:

• Default Document Types can be added or deleted but cannot be edited.
• Each default Document Type is created on a division-by-division basis.
• Default Document Types are also created on an office-by-office basis. 
• Once you add a new default Document Type, it is added to all existing jobs of that division.
• Once you delete a default Document Type, it will no longer be created on new jobs. Any deleted default Document Types will not be removed from any existing jobs of that division type.

Adding a new Document Type

New default Document Types are created on a division-by-division basis.

To add a new default Document Type, hover over Administration and click on Default Documentation Standards

1. Scroll down to Division and choose the division type that you want this document type for (see the image below)
2. Type in the name of the Document Type in the Add New Document Type field. NOTE: once a default Document Type is created, the name cannot be changed so be sure you have spelled it correctly.
3. Click on Add Document Type
4. Click Save to update your changes
   
   

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

If you want this default Document Type to appear on jobs 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.

Removing an existing Document Type

Hover over Administration and click on Default Documentation Standards

1. Scroll down to Division and choose the associated division type that you want this document removed from (see the image below)
2. Choose the default Document Type from the drop-down, 
3. Click the orange X button to delete it.
4. Click Save to update your changes
   
   
   

NOTE: Existing Document Types must be removed division by division (if they are added to multiple division types). The Document Type will remain on your existing jobs but will not be created for new jobs going forward.

If the default Document Type exists for multiple offices in your DASH environment, they also need to be removed office by office. To do that, 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 an existing Document Type

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.

Questions? Contact Us!