For Sales Order Documentation tab:
  1. Navigate to Administration > Code Tables
  2. Change the Category to Ticketing and click Apply
  3. Select one of: Sales Order Attachment Type, Sales Order Media Link Type, or Sales Order Note type
    • To create new type: Click Add
    • To mark type inactive: Click drop down next to type and select Edit. Mark Inactive, then click OK.

For Payment record/Back Office payment Documentation tab:
  1. Navigate to Administration > Code Tables
  2. Change the Category to Documentation and click Apply
  3. Select one of: Revenue Attachment Type, Revenue Media Link Type, or Revenue Note type
    • To create new type: Click Add
    • To mark type inactive: Click drop down next to type and select Edit. Mark Inactive, then click OK.