The Document Types section in Logixx CRM allows administrators to manage the list of document types used across the system for uploads, workflows, or record-keeping. This configuration ensures consistency and control over the documentation handled within your organization.
📍 Navigation Path
To access the Document Types settings:
Admon > Site Setup > System Configuration > Document Types
Features & Actions
Add New Document Type
Click the Add button located at the top right of the Document Types list to create a new document type.
A pop up window will appear where you can input the name of the new document type. Save to add it to the list.
View Existing Document Types
The main table displays existing document types with a Name column listing all current entries.
Edit or Delete Document Types
At the end of each row, click the three-dot menu (⋮) to access:
Edit – Modify the name of the existing document type.
Delete – Permanently remove the document type from the system.
⚠️ Deleting a document type may affect workflows or validation steps that depend on it. Please proceed with caution.
🔐 Permissions
Access to this section is restricted to users with administrative or setup-level permissions.