Enabling Secondary Format in the Document Type

1. From the SmartSolve Portal Page, click the Home tab.
2. In the Document Management section of the list, select Document Type.
   Result: The Document Types list window is displayed.
3. Click the Type link of the document type to be edited.
   Result: The Document Type record is displayed.
4. Click Action > Edit.
   Result: The Document Type entry window is displayed.

5. Click the Secondary Format drop down arrow and select one of the following:
6. Disabled - Secondary format will not be used.
7. Enabled - Secondary format will be used, but the secondary file must be saved manually by the author prior to checking the document into the system.
8. Auto Sync - secondary format will automatically be created by the system in .pdf format.
6. Click the Save button.
   Result: The changes have been saved and the Document Type record is displayed.

See Also

Document Types

Viewing the Document Type Detail Record

Creating Document Types

Copying Document Types

Changing the Administrator Role in a Document Type

Configuring the Secondary Format

Attaching Templates to Document Types

Document Type Tree Actions

Document Setup