Changing Document Types

How do I change the type of a document in Etrieve?

Written By Tony Wickham (Super Administrator)

Updated at April 22nd, 2021

If you encounter a document that is filed as the incorrect document type, please correct it.

Follow the steps below:

  1. Have the Document open in Etrieve that you wish to change types.
  2. Click the drop down arrow in the Document Type field.
  3.  Start typing the name of the document type you wish to change to, or scroll through the list to find it.
  4.  Select the correct document type from the drop down. 

NOTE: You are able to change document types if you have edit access to what the document is currently filed as. However, you may select any document type to change to, even if you do not have access to that document type! Just be aware that once the document type changes, only those who have edit access to the new document type will be able to change it again.

Example: