Document Types Tab

Introduction

The Document Types module is used to manage document types and their supporting configuration settings.

Document Types

Document Types define the set of data that each document that corresponds to a particular document type should contain.

Connections

Connections & Queries represent a link between PSIfusion and external databases that can be used to configure both Lookups and Lists.

Lists

Lists enable you to streamline data entry and improve accuracy by restricting a data field to a predetermined set of possible values.

In this section: