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.

    Note: Document types in Infor Public Sector correspond to content types in a SharePoint provider.
    Effective Date
    Specify the date the document type is effective.
    Portal Configuration
    If the document type will be used in Rhythm for Civics, specify the permissions for users in different roles. For example, customers might be able to add, update, or delete documents of this type but public users can only view them.

    You can also specify an alternative document type description to be used in Rhythm for Civics in the Portal Description field.

    See the Infor Rhythm for Civics User and Administration Library.

    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.
    EDM Provider Associations
    Optionally, specify one or more EDM providers that the document type is associated with.

    See Associating document types.

  4. Click Save.