Applying a document type to a document

Once you have created a document type, you can apply this type to your documents.

On the Documents page, right-click on a document and select the Set Document Type... option. This will open the Document Type dialog box.

Select Set Document Type... to open the Document Type dialog box.

From the Document Type dialog box, you can select your preferred document type from a list of the ones you have created.

Choose a document type from the drop-down menu.

Once you are happy with your selection, click Apply. This will apply the document type to your document.

If you have any remaining questions, please see our related articles on the right. If you don't find what you're looking for, you can contact us by clicking the Help button or selecting Submit a request.

Have more questions? Submit a request