Installation Company ERP / CRM


How to Deactivate Document Types

To deactivate a Document type you will need to have the Super Admin permission, if you do not have this please ask your manager to carry out this task.

  1. Head to the Main Menu.
  2. At the bottom of the list click ‘Admin’, click ‘Manage Document Types’
  3. Press the pencil icon on the left-hand side of the Document type to Edit.
  4. Click the Active box, so the tick disappears
  5. Once finished click update on the right-hand side.
  6. If you refresh the page and head to the lead page this type will now be excluded but all preexisting documents with this type will remain as such.

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