Viewing / Adding Email Document Types

Commercial Editions Only

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Setting Up and Managing KnowledgeTree > Administration > Document Metadata and Workflow Configuration > Email Document Types > Viewing / Adding Email Document Types


This procedure displays existing email document types and adds new email document types.

 

Commercial Editions Only

Note: This feature is available only in KnowledgeTree Commercial Editions.

 

Perform the following steps:

1.Use your administrator credentials to log in to KnowledgeTree's web interface; then, go to Administration - Document Metadata and Workflow Configuration - Email Document Types to open the Email Document Types configuration interface.

 

2.Do you want to ...
view existing email document types? Scroll down to the Existing document types section at the bottom of this page to view a list of the email document types that exist in the system.

 

add a new email document type? Define a name for the new email document type in the Name field; then, click Create.

Note: Email document type names must end with the word 'email', e.g. Order Email, or

Records Email.

 

 

 


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This work is licensed under a Creative Commons Attribution 3.0 License.
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