Create Index Values

DynaFile uses Document Types to Index, or sort documents that are stored in the system.

Admin users, with permissions, can add a new Document Type to DynaFile from Index Field Administration.

To Add a New Document Type:

  1. Select Admin from the Menu Bar 
  2. Select Index Field Administration 
  3. Select the Add button 
  4. Name the new Document Type
  5. Select save
  6. A New Document will have been created and can be modified from the Document Type Administration screen