Document Types

Document Types allows you to rename documents in Martide to something that makes more sense for your company.

For example, we have a document called ‘2nd Engineer’ but you might want to call it 'Second Engineer'. 

When you change a name in Document Types that document will be renamed everywhere in the system for your company. 

How to use Document Types

Log into your Martide account and click Settings in the drop down menu under your profile picture then on Document Types:

You will go to this page:

Here you can:

• See a list of all the documents in Martide in alphabetical order.
• Change the order of the documents by clicking the 3 lines next to a document and dragging it to a different place in the list. Click the Save Order button when done.
  
• List the documents in reverse by clicking the arrow next to Original Name.
• See the documents’ Original Name, Display Name, Category and Slug.
• Search for a document using the search bar at the top.
• Edit a document’s name by clicking the pen icon to its right.

How to edit a Document Type

Click the pen icon next to the document you want to edit:

That opens this pop-up box:

Type the name you want to change the document to into the Display Name box. For example: 

Click Save and you will return to the main page where you will see the change:

We hope you find this feature useful. Did you know that you can do the same thing with seafarer ranks in Martide’s system?

Find out how to change them to the rank abbreviations you use in your company here in our guide to the Ranks page.