Document Metadata and Workflow Configuration
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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration

Metadata is added in the Document Metadata and Workflow Configuration section in DMS Administration.

 

Perform the following administrative tasks in the Document Metadata and Workflow Configuration section of DMS Administration:

 

•Configure Document Types - View/Edit/Add and Enable/Disable Document Types

 

•Document Fieldsets - manage the types of information that can be associated with classes of documents

 

•Email Document Types - add email document types used to store emails from Microsoft Outlook with KnowledgeTree's Outlook Integration

 

•Workflows  - configure document workflows

 

•Link Type Management - manage the different ways in which documents can be associated with one another

 

•Automatic Workflow Assignments - configure the allocation of documents to workflows

 

•Workflow allocation by document type

 

 

Why add metadata?

Document metadata is an important component of the KnowledgeTree's document management system.

 

Adding relevant metadata to the system improves the efficiency of the Search function, which ensures that content is easily retrieved from the repository.

 

 

 

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