Document types
Document types in Oxari are used to categorize and organize documents within the management system. They allow you to create a structure that makes it easier to identify, search and manage documents according to their purpose or nature. For example, types such as "Contract" or "SLA" can have specific forms assigned to them, allowing document information to be stored consistently and documents to be created with desired attributes. Users can create their own document types, allowing the system to be customized to meet the individual needs and requirements of the organization.
To configure the form: Go >
New document type
To add a new document type, go to Document Management > Document Types, and then click the "New Document Type" button.
In the "New document type" window, the user can define a new type of document to be used in the organization. The elements of this window are:
| 1 | Name - A text field for entering a name for the new document type that describes its nature or purpose. |
| 2 | Name - A text field for entering a name for the new document type that describes its nature or purpose. |
| 3 | Number mask - Is a pattern used to generate unique identifiers for documents. For example, the mask %yyyy%-%mm%-%dd%-%Auto% will generate a document number containing the year , month, day and an automatically incremented number, such as "2023-11-24-1". |
Fill in the desired fields and click the "Save" button.
The type of documents has been added:
Editing/Deleting a Document Type
Any document type in the list can be edited or deleted. To edit or delete a document type, go to Document Management > Document Types. Hover over the desired document type. The edit/delete buttons will be displayed.
