Document Types

Please click on the image below to access the Document Types Training Guide.

• Related Articles

• Connect - Admin: Customisable Types

  This article is part of the Connect section. Find all related articles here: Connect To add and manage SLA types for cases, documents and meetings: Go to the Admin menu > Customisable Types. Click on a type under Customisable Types (e.g. Case Status ...

• Email Properties - Managing and Customising Email Types

  This article is part of the Email Properties section. Find related articles here: Email Properties Introduction CPL provides basic email templates, also knowns as Email Properties or Email Types, for various communications, including: Budget Recon ...

• Adding a Document Type to Warranties and Maintenance Document Uploads

  Please click on the image below to access the Helpsheet for Adding a Document Type to Warranties and Maintenance Document Uploads.

• Credit Control Status Types

  This article is part of the Credit Control & Client Statuses section. Find all related articles here: Credit Control & Client Statuses Overview The credit control system in CPL is designed to allow you to manage your debt effectively and to recover ...

• System Parameters - Creating Memo Types

  This article is part of the System Parameters section. Find all related articles here: System Parameters Memo Types enable you to categorise memos systematically based on their purpose or subject matter. This ensures that all recorded memos are ...