Document Types Tab Utilities>Document Manager

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Overview

The Document Types Tab displays the Document types specified by an end user. 

 


 

Key Concepts

A System Type named Invoices was created during the configuration process.

Note - If there are queries or alerts that reveal sensitive information, make sure they are not allowed, except to specific Dashboard Groups.

 

Field Descriptions

Name - Name of the 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.
Default Repo. - Default Repository name.
Allow Repo. Override - When selected, the repository location can be manually selected by the user upon upload.
Permissions - This is where permissions are assigned to this Document Type.
Applets - This is where you designate the applets that the selected Document Type can be accessed through.