Work with document types
The application supports standard document types such as Adobe PDF, Microsoft Office documents, email, and images. The application uses icons to represent these different document types.
In a new application installation, administrators must associate each document type with its respective icon. The application displays the default unknown document type icon for unmapped document types.
The following figure shows document type icons in the List pane on the Documents page.
While working with document types, administrators can do the following:
Add document types
Rename document types
Delete document types
Map document types to icons
Add a document type
To add new document types and map the types to icons:
On the Case Home page, under Case Setup, click Document Types.
Click Add.
Type the Name of the document type that you want to add.
Click a document type Icon to represent the document type.
Note: Hover over an icon to view its description. You cannot modify the available icons.
Click Save.
Rename a document type
To rename a document type:
On the Case Home page, under Case Setup, click Document Types.
In the Name column, click a document type and then edit the name.
Press Enter.
Delete a document type
To delete a document type:
On the Case Home page, under Case Setup, click Document Types.
Select the check box next to the document type that you want to delete.
Click Delete. If the document type already has documents coded to it, the application asks you to confirm the deletion. To view the number of affected documents, click View document count.
Click OK.
Map document types to icons
In a new application installation, administrators must associate each document type with its respective icon. The application displays the default unknown document type icon for unmapped document types.
To map document types to icons:
On the Case Home page, under Case Setup, click Document Types.
Click the document type icon that you want to change, and then click a new icon from the menu that appears.