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Document Classes

Available from 4.3.0

Documentation is often required to prove that works have been completed. Document Classes and Sub Classes allow for these Documents to be grouped together so they can be easily found and monitored, they can also be used to force a User to upload a document before Completing or Signing off a Task.

Once Document Classes and Sub Classes have been created, these can be connected to Instruction Sets to make document upload compulsory to a Task.

To create Documents see Document Grid and Documents

The list of Document Classes is maintained here.

Settings > Documents Setup > Document Classes

The link will open the Document Classes grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Document Class click New , to edit and existing Document Class click Edit . A pop up window will appear which will allow the creation or amendment of a Document Class.

ClosedClick to view - Document Classes Fields and Descriptions

Complete the fields and click Save and Close .