Options to set characteristics for a document type.
The only field that is required to create a new document type is title, but there are other options that can be selected to set the characteristics of a document type. The following options are available from the New Document Type screen:
Enter a description to help you remember the characteristics of the document type.Default extension
The file name extension that will be used for this document type, such as .doc or .jpeg.Template
The document template option associates a specific document format, such as Rich Text Editor format, with a document type. Click the name of a document template to select a different template. If no template is currently associated with a document type, click None to display a list of available templates.Property sheets
The property sheet contains fields of information that can be associated with a document type. For example, a date or a person field can be added to a property sheet, and when the property sheet is associated with the document type, the fields become part of the document type. To remove an existing property sheet from a document type, click Remove. To add an existing property sheet to a document type, click Add an existing property sheet. You can also create a new property sheet, and then associate the new sheet with a document type.Version Options
Draft Approval Options
Click the arrow next to Version Options to select versioning behavior for a document type. The options are:
- Disable document versioning: Each time a document is updated, the new version overwrites the previous version. The previous version is not saved.
- Enable document versioning: When a document is updated, you can save the previous version.
- Always store updates as new version: When a document is updated, the previous version is saved automatically.
Click the arrow next to Draft Approval to set the document approval behavior for a document type. The options are:
- Never (approval disabled): A document of the current document type can move from a draft, which is visible only to the author, to a public document, visible to all library users, without draft approval.
- Serial: A sequence of reviewers, or reviewer groups, must be assigned to review the document. Each reviewer in the sequence must approve the document in order for it be published. If a reviewer group is assigned, one member in that group must approve in order to move to the next reviewer in the sequence.
- Parallel: A reviewer, or list of reviewers (this can be a group) must be assigned to review the document. Each reviewer must approve or reject the draft document. The reviewers can approve in any order, as there is no defined order for approval. For parallel approval, the default setting is that only one person from a reviewer group needs to approve the document. Uncheck this option if you want to specify that each person in the group must approve the document before it is published.
Parent topic: Create or edit a document type: qp85
Local and shared document types: qp85
Adding a property sheet: qp85