A tree view is provided along the left side of the Document Type record window that displays links to all information relevant to the Document Type record.
Tree Link | Description |
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The Categories link is used to tie a group of documents together. A category is a sub-group of documents. Document categories are tied to a specific document type and then the category transfers to the documents within that type. |
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Securities |
The Securities link is used to control the users who are allowed to view documents of the document type. |
The Distribution Lists link is used to enter change tasks only if Proposed Change Approval is required; otherwise, the changes are added in the Changes link. From this folder the change owner can also assign documents slated for change, instructions for the changes needed, and identify who within the organization should complete the changes. Once proposed changes are added, they, must be approved in order to be completed. Approved proposed changes transfer automatically to the Changes link in the change order tree. |
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The Policies link is used to enter change tasks only if proposed change approval is not required. From this folder, the change owner can assign documents slated for change, instructions for the changes needed, and identify who within the organization should complete the changes. Once changes are added, the change owner must route the changes for completion. |
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The Certification Information link is used to set up training requirements if a document type requires employees to be trained. |
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The Documents link is used to create a document for the document type. |
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The Attributes link is used to attach multiple entities to a document type for traceability and searching, such as product specifications that involve multiple customers, suppliers, and products. Attributes attached to the document type are inherited by all documents of that type. |
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The Watermark link is used to configure the watermark for a document type. |
Document type tree actions are actions that can be performed from the links in the tree and include the following:
See Also
Viewing the Document Type Detail Record
Changing the Administrator Role in a Document Type
Applying Document Type Security
Configuring Document Type to Keep a Copy of Every Build
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