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How To Access This Page In IWS

Main Menu → Department Admin → Utilities

 

Document Type Change Utility

The Document Type Change Utility allows a department admin to change the document type of an existing document in the IWS system.  This option may be needed if the incorrect document type was chosen from the Inbox or File Upload areas.

Once a document type is changed using this utility, the document will start over in workflow and follow the path setup for the new document type.  It will go through Indexing again.




Action Buttons

  • Save: Saves or "executes" the document type change action.


Fields and settings

  • Document Number: Enter the document number of the existing IWS document that needs to be changed and click the Search button.
  • Document Indexes: The system will display the existing document type and index information for the document number entered.  This can help the admin know they are changing the correct document.
  • New Document Type: Select the new document type from the list of available department document types.

Fill in all fields and click the Save button to complete the document type change.

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