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How to Update Document Types

This guide shows you how to edit an existing document type in NeuHR to update its name or remarks.

Steps

Section titled “Steps”
  1. Section titled “Navigate to Document Types”

    From the sidebar, scroll down and click Settings to expand the menu, then click Document Types.

    Sidebar with Settings expanded showing Document Types

  2. Click the Document Type Name

    Section titled “Click the Document Type Name”

    On the Document Types page, click the name of the document type you want to edit. The name is a clickable link.

    Document Types listing with a clickable document type name

  3. Update the Fields

    Section titled “Update the Fields”

    The Update User Document Type form opens with the existing values pre-filled. Edit the Name of Document Type and/or Remarks fields as needed.

    Update User Document Type form with pre-filled fields

  4. Click Update

    Section titled “Click Update”

    After making your changes, click the Update button to save.

    Edited form with Update button

  5. Document Type Updated Successfully

    Section titled “Document Type Updated Successfully”

    You are returned to the Document Types listing page. The updated details are now reflected in the table.

    Document Types listing showing the updated entry

Section titled “Related Guides”