Adding a document type
- Select Resources > Attachments > Document Type Setup.
- Click Add above the Document Types grid.
- 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.
- Click Save.