Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Types > Viewing / Editing / Adding Document Types | KnowledgeTree Document Management Software

Display / Edit Document Types

This procedure Displays, Edits, and Adds document types.

Perform the following steps:

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

2.	Do you want to ...

•	view existing document types? Scroll down the page to the Existing document types section, where you can view a list of the document types that are configured in the system, including the fieldsets that are currently associated with each document type.

•	edit a document type? The following information is editable: associate/ disassociate fieldsets, change the document type name. Go to step 3.

•	add a document type? Go to step 4.

•	enable or disable a document type? Locate the relevant document type in the Existing document types section; then, click the icon in the Disable/Enable column.

Note: Document Types cannot be deleted in KnowledgeTree because this may cause

the loss of required metadata in the system. Unused document types are disabled to

hide the document type as a selectable option when adding documents to the repository.

3.	Edit the document type:

3.1.	Click the Edit icon for the relevant document type to open the editing screen.

3.2.	Do you want to...

•	change the document type name? Define a new name in the field adjacent to the Change button; then, click Change.

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

•	disassociate currently linked fieldsets? In the Linked Fieldsets section, select the check box adjacent to each fieldset that you're disassociating from this document type; then, click Disassociate Fieldsets.

4.	Add a document type:

4.1.	Define a name for the document type in the Name field; then, click Create to open the Document Type [document type name] editing page.

4.2.	Have you added the fieldsets for this document type to the system?

•	Yes. Select fieldsets from the Available Fieldsets pick list; then, click Associate Fieldsets.

•	No. Create fieldsets to use with this document type. Go to Adding New Fieldsets to find out more about this task. When you're done, go to Associating/disassociating fieldsets and document types.

Note: Customized fieldsets are added to the Available Fieldsets pick list.