Print this page
In this topic
Ringtail supports standard document types such as Adobe PDF, Microsoft Office documents, email, and images. Ringtail uses icons to represent these different document types.
In a new Ringtail installation, administrators must associate each document type with its respective icon. Ringtail displays the default unknown document type icon, shown in the following figure, for unmapped document types.
The following figure shows document type icons in the List pane on the Documents page.
While working with document types, administrators can do the following:
●Add document types
●Rename document types
●Delete document types
●Map document types to icons
Use the following procedure to add new document types and map the types to icons.
1.On the Case Home page, under Case Setup, click Document Types.
2.Click Add.
3.Type the Name of the document type that you want to add.
4.Click a document type Icon to represent the document type.
Note: Hover over an icon to view its description. You cannot modify the available icons.
5.Click Save.
Use the following procedure to rename a document type.
1.On the Case Home page, under Case Setup, click Document Types.
2.In the Name column, click a document type and then edit the name.
3.Press Enter.
Use the following procedure to delete a document type.
1.On the Case Home page, under Case Setup, click Document Types.
2.Select the check box next to the document type that you want to delete.
3.Click Delete. If the document type already has documents coded to it, Ringtail asks you to confirm the deletion. To view the number of affected documents, click View document count.
4.Click OK.
In a new Ringtail installation, administrators must associate each document type with its respective icon. Ringtail displays the default unknown document type icon, shown in the following figure, for unmapped document types.
Use the following procedure to map document types to icons.
1.On the Case Home page, under Case Setup, click Document Types.
2.Click the document type icon that you want to change, and then click a new icon from the menu that appears.
