Last updated: 17 Jun 20261 min read
Document Types
What This Does
The Document page is where you manage the list of document types used in Register In Out entries. All documents here are user-created — there are no system defaults. Examples include DSC, PAN, Aadhaar, Passbook, or any other document type relevant to your practice.
The Document List
| Column | Description |
|---|---|
| Name | Name of the document type |
| Action | Edit or Delete the document |
- Search — search by Name
- Paginated — 10, 25, 50, or 100 results per page
Adding a Document Type
- Click + Add Document.
- Enter the Name of the document type.
- Click Save.
The document type is now available in the Document dropdown when creating Register In Out entries.
Actions
| Action | Description |
|---|---|
| Edit | Rename the document type |
| Delete | Permanently remove the document type |
Note: All document types are created by users as per their practice requirements.