Document Management Types screen

Use the Document Management Types screen to define types for documents you create throughout the application.

Note: To open the Document Management Types screen, click Administration > Setup > Document Management Types in the All Tasks pane.

All document management types are available throughout the application. They are not tied to any single company.

Note: The Document Management Types screen is a step in the initial setup process. The Document Routing Distribution Group screen is the next step.

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