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. |
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