Document Types

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

KnowledgeTree groups documents by their 'Document Type' - e.g. Invoice, Report, Quotation, Order, etc. Each Document Type is associated with one or more Fieldsets.

Each Fieldset represents a summary of related informational Fields - e.g. an Invoice document type may include a fieldset called Client Details. The Client Details fieldset may include the following fields: Name, Account Number, Address, Telephone Number, Email Address.

Fields, Fieldsets, and Document Type are Metadata - they are descriptive references for documents in the repository.

Note: Document Types cannot be deleted; unused document types can only be disabled. This prevents the removal of required metadata.