Document Types - Adding, Editing and Deleting

As Board and Council documentation are made up of several types e.g. Agenda, Minutes etc, within Boardroom Central you can specify the type of document that is being attached in the Document Packages.   

Adding a New Document Type

1. Click Boardroom Central in the left hand side navigation pane.
2. Click 'Settings' in the top right hand side of the screen.
3. Click on the 'Document Types' button.
4. Click the 'Add New' button.
5. Add the name of the new document type.
6. Click the 'Submit' button.

Editing an Existing Document Type

1. Click Boardroom Central in the left hand side navigation pane.
2. Click 'Settings' in the top right hand side of the screen.
3. Click on the 'Document Types' button.
4. Click the 'Pencil' icon for the document type you wish to edit.
5. Make the necessary changes.
6. Click the 'Submit' button.

Deleting an Existing Document Type

Document Types are not permanently deleted, they are only made 'inactive' so you are still able to search and access any document packages that were attached to the type of document.

1. Click Boardroom Central in the left hand side navigation pane.
2. Click 'Settings' in the top right hand side of the screen.
3. Click on the 'Document Types' button.
4. Click the 'Pencil' icon for the document type you wish to delete.
5. Change the status from 'Active' to 'Deleted'
6. Click on the 'Submit' button.
7. The Document Type will still be displayed in the document types but have the 'Status' Deleted.