Setting Up Document Types

Each document in WebDocs is identified by a Document Type, title, and up to ten search keys.

You can customize Document Types to meet your organization's business requirements. Within some organizations, departments have unique document-tracking needs, as well. If you have not already done so, consider carefully how you will use Document Types, titles, and search keys before you start setting them up.

This section is divided into the following topics:

Creating a Document Type

Editing a Document Type

Deleting a Document Type

 

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ProductVersion | 201803231252 | March 2018