For Admins: Document Types

The Document Types screen is where administrators create and manage the document types available throughout the ERM application.

How do I create or modify the Document Types available throughout the application?

1. Click Settings in the left navigation panel.

2. Click Document Types.

   1. When you arrive, the Document Types screen displays a list of all existing document types with the following columns:

   Column	Description
   Name	The name of the document type. Click a name to open and modify it.
   Description	A brief description of the document type.
   Usage	Indicates whether the document type is currently associated with at least one employee record (In Use) or has no associations (Not Used).
   Status	Indicates whether the document type is Enabled (visible and available for upload) or disabled (hidden from users and unavailable for upload).
   Assigned Roles	The roles that have access to this document type.

3. To create a new value, click New Document Type.

4. To modify an existing value, click on the name of the Document Type from the list table.

5. To delete an existing value, select the row and the click Delete.

Note: Document types configured here map to index fields in the VisualVault Document Library where employee records are stored. This mapping is automatic and requires no additional action from the administrator.

What should I do if I have a problem with ERM?

If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.