Document Types

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This article was developed to describe the functionality of the "Document Types" feature within the Centrex CRM.

To begin, log in to the CRM and click on the Docs tab as shown below. 


Next, select "Document Types" from the Navigation Bar as seen with the red highlight above. The page shown below will then appear.


On the left side of the page, is a list of system-provided document types that you can choose to exclude as options. To exclude any of these items, be sure to check the checkbox next to the appropriate document type.

The items on the right side of the section are a list of document types that your organization has provided. If there are items that you wish to add to the available listing, type the new document type in the "Custom Document Types" field at the top right and click the "Save" button. That new type will then appear in the custom list. 


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