Create document types

This part of the guide explains how to create a document type. This screen allows the System Administrator to configure document parameters, such as: defining the valid type of documents produced and accepted by the system, creating new document types, and specifying the validity period of a document; and defining which letter to be printed in case of a certificate exemption.

This page contains some validations. Click the following link for more information: Document Types - Configuration details

SIGTAS allows the administrator to translate document types into the local language of his choice. When this is the case, a dynamic icon, located to the right of the field to be translated, indicates that a translation is possible. For further instructions, please click on the following link: Translate from the Translation popup window.

Step 1 - Go to the page List of Document Types

1. Go to the Administration module;
2. Choose the Base Tables option;
3. Select the Document/Letter option;
4. Click the Document Types menu. This action opens the List of Document Types page (509:15110);

Step 2 - Create a document type

5. Click the Create button. This action opens the Document Type popup window;
6. Fill out the required fields (identified with a red star *). For example, Document Type, etc.;
7. Click the Save button. This action confirms the creation of the document type, assigns a document number, and updates the List of Document Types page (509:15110).