Document Type Management

The Document Types Audit Tool categorizes records uploaded within Acuity. Acuity provides standard defaults. Additional Types can be added, and/or existing Types can be edited to fit your company’s needs.     

• Select the AUDIT TOOLS link at the top of the page
• Click on the Sub-Navigation menu option Document Types
• Click the Add Document Type button 
• Add the new Document Type and click Save

• Click the pencil icon to Edit an existing Document Type
• Click in the Active checkbox within the pop-up window to Inactivate a Type