Document Metadata and Workflow Configuration | Document Management Software

Document Metadata and Workflow Configuration

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Setting Up and Managing KnowledgeTree > Administration > Document Metadata and Workflow Configuration

Perform the following tasks to configure the metadata layer within KnowledgeTree:

1.	Add the document types, including the email document type

2.	Add the fieldsets; then, add fields to each fieldset

3.	Associate fieldsets you added with the relevant document types

4.	Plan your workflows, including the workflow states and transitions

5.	Add your worklows to KnowledgeTree; within each workflow, define states and transitions

6.	Allocate workflows to selected document types

The following tasks are performed in Administration - Document Metadata and Workflow Configuration:

•	Add new custom numbering schemes; view and edit existing custom numbering schemes

•	View existing email document types, and add new email document types

•	View existing fieldsets, edit and delete existing fieldsets, add new fieldsets, and set up conditional fieldsets

•	Viewing, editing, and deleting existing document links, and adding new document links

•	Configure alerts by document type

•	View, edit, and delete existing document types, add new document types, and associate document types and fieldsets.

Figure: Document Metadata and Workflow Configuration - main page