Documents – Add Document Types

After a policy type is created, document types need to be created and associated with it. Document Types can be named to match the information being shared such as policies, procedures, articles, etc.

Document Types can be marked with visibility restrictions and users can be given access to view all or specific document types created in a policy type.

How to Add a Document Type

1. Hover over the Policies tab
2. Click on Policy Type Administration
3. Click on the Document Type icon for the policy type you are working with

4. On the Document Type screen click on + Add New Document Type and enter the document name and identifier
   Note: When creating a new Document Type a user would also need to determine the documents’ visibility, type, public comments, limit to one document per code, and history.
5. Click Save and Close

Number	Column Title	Description
1	Edit	Pencil icon will allow you to edit the document type information such as title and/or visibility
2	Delete	Trash can icon will allow you to delete a document type Note: You will not be able to delete a document type that has documents associated with it. You will first need to delete the documents and then the document type. HTML documents need to be rescinded and then deleted. PDF documents need to be deleted.
3	Name	Name that has been given to this document type
4	Identifier	Used to filter documents on the Policy Listing screen. Also used to identify document versions if a document type supports more than one document per code
5	Count	Number of documents associated to the document type for this policy type Note: The count includes draft and adopted/approved documents
6	Visibility	Choose for the policy type to be public or non-public Note: More information on visibility restrictions in the policy module can be found in the Knowledge Base.
7	Type	Choose if the document will be an HTML or PDF document. HTML Documents – Users will be able to edit the document using the HTML editor in Simbli PDF Documents – Uses will be able to upload a PDF document that cannot be edited in Simbli
8	Public Comments	Enable to provide the option to mark documents of this document type to be available for public comments
9	Limit to One Document Per Code	Enable to limited one adopted/approved document for a code Note: If disabled, when a document is adopted/approved, GAMUT will automatically add a suffix at the end of the document code with a number surrounded by parentheses. Ex. A(1), A(2), etc.
10	History	Enable to view past versions of a documents
11	Add New Document Type	Click to add a new document type