Overview

Document types are a way to categorize files uploaded to a bequest or decedent. Super Admins can update document type labels, make document types inactive, or remove document types and their associated files permanently. 

In this article, we’ll go over how to edit a document type, mark it inactive, and delete it from the system.

Edit a Document Type

First, locate the document type you want to update. Click the Name of the appropriate document type. 

Click Edit Document Type in the top right.

Use the Name field to update the document type label. Any changes will be applied to files assigned to that document type. 

Inactivate or Activate a Document Type

To prevent a document type from appearing as an option going forward, mark it as inactive. This keeps existing files with the type the same while blocking future use.

First, locate the document type you want to make inactive. Click the Name of the appropriate document type. 

Uncheck the Active box. Click Save Changes. 

The document type will have a Status of Inactive and no longer appear as an option for new files.

To activate a document type, check the Active box. Click Save Changes. 

The document type will have a Status of Active and appear as an option for new files.

Delete a Document Type

Note: Be careful when removing document types. Deleting a document type will permanently delete any assigned files. To keep the files, mark the document type as inactive instead.

First, locate the document type you want to remove. Click the Name of the appropriate document type. 

Click Delete in the top right.

A confirmation window will open, click OK to permanently remove the document type and any files assigned to it.