Document Types Tab


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


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

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