The Delivery Type Mini Directory stores standard and user-defined delivery methods used to classify Documents in a Case, Intake, or Provider.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
Neos supplies the above standard delivery types, which cannot be modified, deleted, or marked inactive.
Add a Delivery Type
To add a Delivery Type, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Type field of the new entry to enter edit mode. Type is a required field. Up to 200 characters can be entered. New Delivery Types are active by default.
Delete a Delivery Type
To delete Delivery Type, click the delete icon to the far right of the entry. Only types created by users at your firm can be removed.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Save Your Changes
Click the Save button to keep your changes.
