2. Managing Documents

Changing the document type

You can change the properties of a document at any time. The properties of a document depend on the document type. So if you want to change the properties, change the document type. Suppose you have defined an invoice as a photo and now want to correct this to show properties such as invoice amount.

This is how it works

  1. Select the document which properties you want to change in the file list.

  2. Click on Edit > Document type in the document options.

  3. Under New document type, select the document type that is appropriate for your document.

  4. You can now compare the property fields and apply them to the new document type.

  5. Click on Save to apply the properties and close the dialog.