Choosing a Document type
The task finder shows a list of all your document types. They initially appear in the order you entered them, but you can drag and drop them to change the order. Changing the order here will also change the order they appear everywhere else in ResourcePlanner.
To edit an document type, just click on it. To add a new document type, click on "Add a new document type" at the top of the list.
Editing a Document type
- Document type
- This is the name of the document type, and it must be unique.
- Update
- Pressing this button will write any changed details back to the database, and return you to the previous screen.
- Cancel
- Pressing this button will discard any changes, and return you to the previous screen.
- Apply
- Pressing this button will write any changed details back to the database, but leave you in the same screen.
- Delete
- Pressing this button will delete the details permanently. You will always be asked to confirm a delete. Once you answer OK to the confirmation dialog, the information will be gone for ever (but see Backup and Restore). You cannot delete a document type if there are documents of that type in ResoucePlanner.