Create File Types

Create File Types to help organize your uploaded Files for downloading, viewing, and printing.

When viewing Job details, File Fields can be used to group attached Files. File Type is in new databases by default, and is one of the most popular for grouping Files. If you do not have a File Field named File Type, or if you've deleted it, create one using the steps below.

When printing Activity Packets specify exactly the types of Files you'd like to print. 

CREATE THE FILE TYPE FIELD

1. Go to Settings > Job > File Fields.
2. If you do not have a field called File Type click +Create at the top.
3. Enter the Name: File Type and choose Data Type: List of Values.
4. Next to List of Values enter the different File Types you use and click Save.
   

ADD OR EDIT FILE TYPES

1. Click the underlined Field File Type
2. Click the Edit button at the top to Edit the values associated with this field.
3. Press +Create at the top to add new Values.
4. Click the underlined File Type to Edit or make Inactive.