Document types

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Document types tab allows you to link an attachment (file) to an asset. The administrator can add, edit or delete document types.

Document types allow for more precise categorization of documents added to the program's database. You can also display documents by type from the Asset window in the main program console:

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Adding new document type

To add a new document type, go to the Asset Settings  and select Document Types. Click the Add type button, the window for adding a new type will open.

Types can be assigned to documents while documents are added or edited. These operations are described in documents chapter.

 

Removing document types

To delete a document type, go to the Asset Settings window and select Document Types. Click Delete button to remove the selected item. Documents which type has been deleted will be assigned to the "Other" type.

 

Built-in document types

nVision offers several built-in document types:

Invoice,

Contract,

Request,

License,

Warranty,

Picture,

Other (special type which cannot be edited or removed).