| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Document Types | April 11, 2024 | 0.2 |
This article was developed to describe the functionality of the "Document Types" feature within the Forth CRM.
To begin, log in to the CRM and click on the Docs tab as shown below.
Next, select "Document Types" from the Navigation Bar as seen with the red highlight 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 wish to add to the available listing, type the new document type in the "Custom Document Types" field at the top right and click the "Save" button. 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. |