Creating Document Types in admation

Document types are a requirement for sorting, filtering and reporting on documents added to a project or deliverable in admation.

Your company has the freedom to add document types into the system as needed. Common document types may include: 

• Briefs
• Estimates 
• Purchase Orders
• Quote

To create a document type in admation, head to System Administration bar at the top of your screen. 

A user with admin permissions can edit existing users in admation. The easiest way to see if you have admin permissions is to check that you have System Administration from the menu drop down by clicking on your initial or image.

Click Document Types. 

If you'd like to create a new document type, click the New Document Type button on the right hand side of your screen.

You may also edit an existing document type from this screen by clicking the pen icon . Name your document type as needed and if you'd like, you can also add a description which provides a little bit more information about your document type. 

By default, your organisation will be selected. However, if you're part of an agency/client set up with related organisations, you may want to toggle between organisations. 

Then let us know if you'd like the document type to be Active or Inactive in the system. If a document type is Selectable, then it's able to be selected from a list like this.

Deleting Document Types in admation 

To delete an existing document type, select the checkbox for the item/s you'd like to delete. Then click the greyed out delete icon  at the top of your screen. Even though it's greyed out, you'll still be able to delete the items. Follow the prompts to confirm your selection.