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The Documents screen lets you control what documents exist for/can be uploaded to given Record Types. See the screenshot below for highlighted items and beneath the screenshot for descriptions of said items.
- Box # 1: Shows the Documents tab currently selected.
- Box # 2: Shows the Document that you currently have selected. You can tell which Document is currently selected NOT ONLY based off of the name (match name of Document with "Name" from box # 3), BUT ALSO from the slim green line that appears to the LEFT of the Document name.
- Box # 3: Shows the internal Name of the document. This can be changed at any time without breaking/impacting anything in the system (except for the name of this document as it appears to both internal and external users).
- Box # 4: Shows the Abbreviation. This is used in a very small number of screens, and is generally left blank by the WPP.
- Box # 5: Shows the Type of Recordthat the document type is linked to. This allows you to move a Document Type from one Record Type to another if needed/desired. However, it is generally recommended against moving a document this was between Record Types as it can cause confusion for admins who attempt to edit the document in the old Record Type but don't see the document there anymore (because it moved to a different record type). If not moved correctly, it can also cause issues with any previous uploads to that same document type. In general, it's preferable to simply "Retire" the old document and to create the newly desired document type under the correct Record Type (this is safer).
- Box # 6: Shows the Model Theme (AKA Form Type) that the document can be applied to. If left blank, the Document Type can be used for every form under this record type. Otherwise, it will only be accessible on the form selected in this field.