How To Manage Document Lists In Opsdocs

What this does

This guide explains the Document Lists page in OpsDocs.

Use it to manage the two core lists: Document Types and Global Types.

Before you start

• These lists affect how documents are grouped and classified throughout OpsDocs.

Steps

1. Open OpsDocs.
2. Go to Settings > Document Lists.
3. In Document Types, add, edit, reorder, activate, or deactivate document types.
4. In Global Types, add, edit, reorder, or deactivate global types.
5. Use drag handles when you need to change the order of either list.

Why this matters across the suite

These lists control how operational documents are organized for both admins and staff.

If the lists are vague or messy, the rest of the document system becomes harder to read and maintain.

Common mistakes

• Creating duplicate names without a clear reason.
• Leaving outdated list entries active when the business no longer uses them.

What to do next

After the lists are correct, go back to documents and confirm they can now be filed under the right types.

Related guides

• OpsDocs: How to manage documents in OpsDocs
• OpsDocs: How to add a document in OpsDocs