Customizing the Document Type

Customizing the Document Type

Adding icons

With the help of icons, you can identify different Document Types in the Content Tree.
- Adding an icon:
Select the icon placeholder next to the document name. The Select Icon dialog appears on the right-side of the website.


- Browse through the icon list and select the icon of your choice.
- Click Submit.

    • Related Articles

    • Adding a ticket type to your events module

      Ticket types are added to the events module and then can be chosen within an event occurrence of the event. - Within your events module, click on the “Ticket Types” tab - Select the “Add New Ticket Type” button - Enter your ticket type’s details into ...
    • Adding an event type to your events module

      Event types are added to the events module and then can be chosen when editing an event. - Within your events module, click on the “Event Types” tab - Select the “Add New Category” button - Enter your event type’s details into the appropriate fields ...
    • Customizing Entity Names

      - Access the Memberbase dashboard. - Navigate to “account settings”. - Click on the “view” button. - Navigate to “customizations”. - Fill in the required fields you want to customize. - Finally, click on the “update tenant” button. A request will be ...
    • Setting Permissions

      To create a Document Type at the root of the Content Tree: - Go to the Permissions tab. - Allow Document Type as root - Toggle the Allow as root button. If your Document Types do not have the Allow as root checked, you will not be able to create any ...
    • Managing the “Generic” tab

      Once you start adding tabs, you might see a “Generic” tab appear. This is done to hold groups and properties that are not assigned to a tab. For example, a group of properties coming from a composition that has no tab. In order to display the groups ...