What are Document Types?
Document Types in TraceGains are separated by those that are specific to items and those that are specific to suppliers. All users start off with a preconfigured set of document types based on industry standards. Feel free to add custom document types based on your business needs!
Why Set Up Document Types?
Creating new document types can be helpful if you need to collect any customized documents for items and suppliers. Try starting with our default set of documents – click any document type name to see more information.
How to Add Document Types
Step 1: Select ‘Document Settings’ from the Supplier Management drop-down
Step 2: From the ‘Document types’ dashboard, select ‘New Document Type’
Step 3: Complete the following information:
- Name
- Description
- Applies to (Item or Location)
- Days effective
Step 4: Select ‘Save Changes’
The new document type is now available to send to suppliers and set up as a requirement.
Manage Document Types
To edit an existing custom document type, complete the following steps:
Step 1: Select ‘Document Settings’ from the Supplier Management drop-down
Step 2: Navigate to the ‘Document types’ dashboard
Step 3: Click the name of the document type you wish to edit. The document type must be a ‘Custom’ type in order for it to be editable.
Step 4: Adjust the following information:
- Name
- Description
- Applies to
- Days effective
Step 5: Select ‘Save Changes’
The document type is now updated.
Delete Document Types
To delete custom document types, click the trash can icon next to the document type listing in the ‘Document types’ dashboard.