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To add an individual document type, press the ‘Create’ button on the toolbar of the respective catalog. To edit the existing one, double click the line with its name. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of pressing the ‘More’ button.

In the create form, only the Description field is required.

Individual Document Types (create) form

Check the Not Actual option to hide this document type in the drop-down list when you complete information about an individual.

After completing the form, press ‘Save and close’ or ‘Save’ to save the applied changes. When saving a new item, the system will assign it a unique code that can be edited.

 

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