Articles on: Setting up relatico

Customize Document Types and Products headers

We understand that terminology and naming needs changed based on the industry. To customize your account to your needs, we have developed a feature to change headings: Document Types and Products.

Here is how to change Document Types details:

Go to your Document Types page
Click on Edit next to the Document Types header
Change the Document Types header to your desired name
Change Name column to your needs

Here is how to change Products details:

Go to your Products page
Click on Edit next to the Products header
Change the Products header to your desired name
Change the Name column to your desired title
Change the Code column to your desired title

Changes will be reflected on the:
Checklist tab
File view
Shared with Me page
Sidebar

If you have any questions, please feel free to contact support@relatico.com

Updated on: 20/05/2020

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