Making Changes to a Document Type

In the Documents module, making changes to a Document Type will mean that the changes will only apply to newly created Documents using that Document Type.

The changes will not be retroactively applied to existing Documents of that Document Type, even if they are Force Reviewed.

To edit a Document Type:

  1. Go to Documents > Document Types.
  2. From the Document Type click on Settings.
  3. If you're on the Document Type listing page click on Actions > Settings.

  Relevant for: Administrators / Managers

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