Document Types

The Document Types list lets you classify the types of documents that you send or receive.

HINT-- Document Types help you with document tracking and document management in the Goldenseal software.

       When to Use Document Types | Entering Document Types | Using Simple Lists

Website Links
       Business Management Software | Document Tracking Software

       Actions Taken | Appointment Types | Contact Types | Problem Types

When to Use Document Types

Use Document Types in the Document Log.

You might want to include classifications like letters, faxes, junk mail, blueprints and legal notices.

Entering Document Types

To enter Document Types, follow these steps:

  1. Choose Other Lists from the Options menu, and choose Document Types from the submenu.
  2. Click the New button, and type in an item.  You can also double-click on an item and change the text.

NOTE-- The Document Types list is a simple list of text.  For more about simple lists, click here.