How do I delete custom document types?

Practice Fusion Administrators can create and delete custom document types to best fit their practice needs. When custom document types get created by mistake, administrators can tailor their document type list by deleting unwanted custom types. This helps users quickly move through their workflow when using and signing documents.

Deleting Custom Document Types

1. Go to the Documents section from either Home page or Tasks page as shown in Graphic 1 below. Click on any document from the Pending tab to open.

Graphic 1: Documents Page

2. Under Document Type, click into the field to view the drop down menu. Click Manage list as shown in Graphic 2 below.

Graphic 2: Manage List

3. Click Delete next to the custom document you wish to delete as shown in Graphic 3 below. The delete button will only appear for custom document types.

Graphic 3: Delete in Document Type Dropdown Menu

4. A notification will come up confirming you want to delete this document type. Deleting a document type cannot be undone. Click Delete as shown in Graphic 4 below.

Graphic 4: Delete Document Type Notification

5. Select a document type for the open document. In order to save, a document type is required (see Graphic 5 below). Click ‘X’ either on the Document details box or ‘X’ on the Document itself as shown in Graphic 6 to leave the document type blank.

Graphic 5: Document Type Required To Save

Graphic 6: Exit Document

7. The deleted document type appears in the Documents section in grey (see Graphic 7 below) and also in the dropdown menu (see Graphic 8 below).

Graphic 7: Grey Deleted Document Types

Graphic 8: Deleted Types List

Signing a Document with an Associated Deleted Document Type

When a user tries to sign a document with a deleted type as shown in Graphic 9 below, the user will be prompted to change the document type by opening the document as shown in Graphic 10.

Graphic 9: Signing a Document with a Deleted Document Type

Graphic 10: Document Type Required

When a user tries to sign multiple documents, including one with a deleted document type included as shown in Graphic 11 below, the user will get a notification that a document type is required because one or more document types have been deleted as shown in Graphic 12 below.

Graphic 11: Bulk Signing Documents with a Deleted Document Type

Graphic 12: Document Type Required - Bulk Signing

Signed Documents

Documents that were already signed will show that it is a deleted document type in grey, but it will not affect the signed document (see Graphic 13 below).

Graphic 13: Signed Documents with Deleted Custom Document Types

Reassigning Document types

Practice Fusion can batch edit document types.

1. From the Pending tab, select the documents you want to edit by clicking the check boxes on the right side. Click Edit as shown in Graphic 14 below.

Graphic 14: Selecting Multiple Documents to Edit

2. Fill in the appropriate information and click Save (see Graphic 15 below). Even if one or more of the documents are associated with a deleted document type, regardless of the edit actions, you will still be able to save.

Graphic 15: Edit Multiple Documents

For more information:

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