Adding a document type

  1. Select Resources > Attachments > Document Type Setup.
  2. Click Add above the Document Types grid.
  3. Specify this information:
    Display Name
    Specify a display name for the document type.
    Reference ID
    Specify the reference ID for the document type. In most cases this must match the name of the corresponding document type in the EDM system. The exception is that document types for a Micro Focus Content Manager provider might be configured differently.

    See Alternative document type definitions for Micro Focus Content Manager.

    Effective Date
    Specify the date the document type is effective.
    Attributes
    In the Attributes grid, define the attributes for this document type. For each attribute you must specify a display name, a reference ID, and a data type. The reference ID must match the name of the attribute in the EDM system.
  4. Click Save.