Document Type Tree Actions

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

Categories

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.

Securities

The Securities link is used to control the users who are allowed to view documents of the document type. For additional information on configuration, see Applying Document Type Security.

Distribution Lists

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.

Policies

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.

Certification Information

The Certification Information link is used to set up training requirements if a document type requires employees to be trained.

Documents

The Documents link is used to create a document for the document type.

Attributes

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.

Watermark

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

Document Types

Document Setup

Viewing the Document Type Detail Record

Creating Document Types

Copying Document Types

Changing the Administrator Role in a Document Type

Applying Document Type Security

Configuring Document Type to Keep a Copy of Every Build

Configuring the Secondary Format

Attaching Templates to Document Types

 
     

 

 
Friday, March 20, 2020
12:36 PM