Update existing document

This action requires the "update documents" permission.

On the edit page, document's name and description can be edited, while the table name is not.

Users can add new and remove existing document types and edit the document type's description and numbering format, which defines the document number format (eg. SE-%5N-%YYYY -> SE-00001-2024 ).

Users an also add, edit or remove status categories and define category's default name, background color and font style.

Overview

Update existing document

Create new document

Delete document

Overview

Create new document type

Update existing document types

Delete document types

Overview

Overview

Create scheduled job

Update existing scheduled job

Delete scheduled job

Run a scheduled job manually

Custom actions scheduled job

Overview

Create new event action

Update existing event action

Delete event action

Overview

Create new system option

Update existing system option

Delete system option

Rebook Matrix

Request promo

Overview

Create new print signer

Update existing print signer

Delete print signer

Update existing document