Document Settings

Document settings are used to control which document classes are available in the Type drop-down on the Add Document and Add Template Document screen. To configure your document settings:

1. Click the Document Settings link from the Main Menu. The Document Settings screen opens. The screen displays all the document classes within each module.
2. Click the Update button to add document classes for all licensed modules. The Update Document Settings screen displays.
3. Review the information and click Yes. A success message appears.
4. Check the Show check box for each document class you want available within each module or uncheck the Show check box for each document class you do not want available within each module.
5. Click the Save button.

If you are still unable to see document classes in the Type drop-down, verify the shell document is added to each document class.