Create And Edit Document Types

Important!

Deleting a document type makes the document type unavailable in the vault's history. Only delete a document type that you know will never be needed again. To retain a document type for vault history but make it unavailable for future documents, set its Document type availability option to Never as described in Create And Edit Document Templates but do not delete the document type.

Note:

It is very helpful to first gather as much information as possible about the characteristics listed in Document Types.

To create or edit a document type:

  1. In Configurator, expand Document Types in the configuration tree to show the existing document types.

  2. Choose between three options:

    • To create a new document type:

      1. On the Edit menu, select New Document Type

        A new document type is added to the configuration tree and the document type's property pages appear in the right pane.

      2. Proceed to step 3.

    • To edit an existing document type:

      1. Select the document type.

      2. Click Edit.

      3. Proceed to step 3.

    • To delete a document type:

      1. Select the document type.

      2. On the Edit menu, select Delete.

        A dialog box opens, asking you to confirm your choice.

      3. Click Yes.

        Note:

        To delete the GenericDocument type, first make a different document the default document type, as described in Assign Document Types To Imported Files.

  3. On the General page, select or type options, as described in Configure Document Type General Options.

  4. On the Revision Number page, select or type options, as described in Configure Document Revision Numbers.

  5. If you selected Use built-in workflow on the General page, then on the Workflow page, select or type options, as described in Configure Document Type Workflow.

  6. On the New Document page, select or type options, as described in Configure Document Templates.

  7. On the Import Document page, select or type options as described in Assign Document Types To Imported Files.

  8. On the Extensions page, select or type options, as described in Apply Custom Extensions To a Document Type.

  9. Click the Properties page to view the properties available to the document type, as described in View the Properties Of a Document Type.

  10. On the Pages page, assign property pages to the document type, as described in Apply Property Pages To a Document Type.

  11. On the Commands page, select the custom commands that you want to be available to users when documents of this document type are selected.

  12. On the Title Blocks page, select or type options, as described in Configure Title Block Updates.

  13. On the Duplicator Default Action page, select an option to specify where references to documents made from this document type will refer when assemblies are duplicated. This setting is also affected by the vault settings described in Configure the Assembly Options and by the configuration of the reference types as described in Create And Edit Reference Types.

  14. Click OK.