Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Types > Associating / Disassociating Fieldsets and Document Types | KnowledgeTree Document Management Software

Associating / Disassociating Fieldsets and Document Types

Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Types > Associating / Disassociating Fieldsets and Document Types

This procedure Associates and Disassociates Fieldsets and Document Types.

Note: Pre-defined custom fieldsets display on the Document Types editing page. Associating custom fieldsets with one or more document types on the Document Types editing page associates the metadata you added for the fieldset with the document type.

Perform the following steps:

1.	Open Document Metadata and Workflow Configuration in DMS Administration; then, click Document Types to open the Document Types page.

2.	Scroll down the page to the Existing document types section to view a list of the document types that exist in the system.

3.	Click the Edit link for the relevant document type (the document type where you want to associate or disassociate fieldsets) to open the Document Type: [document type name] editing page.

Note: The fieldsets currently associated with this document type are displayed in the

Linked Fieldsets section on this page.

4.	Do you want to...

•	disassociate one or more currently associated (linked) fieldsets? In the Linked Fieldsets section on this page, select the check box adjacent to each fieldset that you want to disassociate from this document type; then, click Disassociate Fieldsets.

Note: A system message verifies the disassociating of the selected fieldsets from this

document type.

•	associate fieldsets with this document type? Select one or more fieldsets in the Available Fieldsets pick list; then, click Associate Fieldsets.

Note: Hold down the keyboard Ctrl key while selecting menu options to multi-select

from this menu.

Note: A system message verifies the association of the fieldset/s with this document

type.

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