Set a Document Type of a Document

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You can set a Document Type of a document by dragging and dropping the document to that Document Type.

 

To Set a Document Type of a Document:

1.Select a document from the List View pane, to set its Document type. The document will now be displayed in the Documents Details pane.
2.By default the Information panel will be displayed on the left side of the Documents Details pane. Select a Document Type from the Document Type drop down. The Data Fields of the selected Document Type will now be displayed.
3.Enter appropriate descriptive/indexing information of the document in the respective data fields.
4.Click the Save button on the Information bar.

 

•To view documents based on their types, in Sohodox main window expand the Document Types node in the Navigation pane and select a document type (e.g. Invoice). All the document that have their Document Type set to Invoice will now be displayed in the List View pane.
•Use the Undo button on the Information bar to undo the changes you made, in the Information panel.
 

Related Topics

Find and Add a document
Edit a document

 

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