| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Assigning Document Types | March 19, 2026 | 0.4 |
This article was developed to describe how to assign "Document Types" within the FORTH CRM.
To begin, log in to the FORTH CRM and click on the Docs tab as shown below.
Next, select Document Types (see image outlined above). The page shown below will then appear.
On the left side of the page, is a list of system-provided document types which you can exclude as options. Just check the checkbox next to the appropriate document type.
On the right side of the section is a list of document types that your organization has provided. If there are items that you want to add, type the new document type in the Custom Document Types field at the top right and click the Save. That new type will then appear in the custom list.
Article Version History:
| Version | Effective Date | Description |
| Basic | 03/17/2023 | Initial Release |
| 0.1 | 04/04/2023 | Refreshed the first screenshot to improve legibility. |
| 0.2 | 04/11/2024 | Refreshed all screenshots to provide more up-to-date examples; minor grammatical updates. |
| 0.3 | 04/21/2025 | Refreshed both screenshots to improve readability and provide most up to date example of the Doc Types page options. |
| 0.4 | 03/19/2026 | Refreshed both screenshots to reflect changes to the current interface for Doc Types; updated the article title. |