Jiwa Admin – Document, Note & To-Do Types

In this article we look at creating Document, Note and To-Do types in Jiwa 7.

Document, Note and To-Do’s in Jiwa can be categorised by type which can be useful for sorting and reporting purposes.

Document, Note and To-Do types are unique to each module which means that you only need to create the types the are applicable to each module.

All Jiwa databases have at least 1 default Document, Note and To-Do type.

Document Types

Document types are maintained in the Configuration section of each module.

In this example we look at maintaining our Debtor Document Types

From menu select Debtors | Configuration | Document Types

Add your new Document Type description to the new available line

Use the Default flag to set your default document type

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