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Static Data

Document Types

When linking digital documents in BPO, you can set the Document Type as a way to categorise the linked document.

Ribbon Access: Configurator Static Data Static Data

  • The Static Data listing screen will display.
    • Document Types.

    • The last blank row in the list of codes is a new row.

    • Click in the new row and type in the Code and Code Description.
    • You can set the Sort Order if you want the list to display in a specific order.

    • Click away (click anywhere outside the grid of codes) or press Enter until the cursor moves to a new line.

    A message box will come up noting: Are you sure you want to save changes to this code?

    • Click on the Yes button.

    The code is now saved.