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Document Types

The Document Types section allows you to view and manage the document types available for contacts on the platform.

Document Types list

Figure 1. Document Types list

Document Types List

The list displays the main information for each registered document type.

Country

Indicates the country associated with the document type.

Name

Displays the name of the document type.

Code

Identifies the document type by its code.

Description

Displays the description associated with the document type.

Available Actions

Search

Allows you to locate document types within the list.

Create Document Type

Allows you to register a new document type.

Create Document Type

The Create Document Type option allows you to register a new document type.

Create Document Type

Figure 2. Create Document Type

Country

Allows you to select the country corresponding to the document type.

Name

Allows you to define the name of the document type.

Code

Allows you to define the code used to identify the document type.

Description

Allows you to add a description associated with the document type.

info

The Country, Name, and Code fields are required.

Actions

Create

Creates the document type using the entered information.

Create and Create Another

Saves the current record and starts the creation of a new one.

Cancel

Closes the form without creating the document type.

Once created, the document type becomes available in the Document Types list for viewing and management.