General

OpenProcess - Creating Document Types

Document Types

In order to ensure that documents uploaded / associated with a process are tagged correctly, there is now the ability to set up specific Document Types.

The way these work is that you link document types to a Service Area. Then any processes associated with that Service Area will have these document types available for selection when uploading a document.

The following shows how this screen is presented:

 

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To add a new Document Type click on the Add button:

Type in the name of the new document type and then click on the Save button.

Please also see the Word document attached.