Create a Document Type

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Module:  Utilities    

Applet:  Document Management

 


Description: How to Create a Document Type.  Note: This naming convention is for InFocus storage and security purposes only. For example, Just by naming a Document Type "pdf's" does not limit the folder to accepting only .pdf type files.

Step 1 - First you must create the Document Type Name and select the DefaultRepo location (Fig.1) and click Save.

DocMgmtCreateDocType1

(Fig.1)

 

Step 2 - Next, assign the appropriate Permissions needed for this Document Type and click Save (Fig.2) .

DocMgmtDocTypePermissionsBox

(Fig.2)

 

Step 3 - Finally, you designate the applets that this repository will be accessible in (Fig.3) and click Save.

DocMgmtAppletAssociationsBox

(Fig.3)