Creating and editing document types

Warning    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 Creating and editing document templates but do not delete the document type.

Before you begin

It is very helpful to first gather as much information as possible about the characteristics listed in About 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. To delete a document type, select the document type, and on the Edit menu, select Delete. A confirmation dialog box appears. Click Yes.

Note    To delete the GenericDocument type, first make a different document the default document type, as described in Assigning document types to imported files.

3. To edit an existing document type, select the document type and click the Edit button.
4. To create a new document type, 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.
5. On the General page, select or type options, as described in Configuring document type general options.
6. On the Revision Number page, select or type options, as described in Configuring document revision numbers.
7. If you selected Use built-in workflow on the General page, then on the Workflow page, select or type options, as described in Configuring document type workflow.
8. On the New Document page, select or type options, as described in Configuring document templates.
9. On the Import Document page, select or type options as described in Assigning document types to imported files.
10. On the Extensions page, select or type options, as described in Applying custom extensions to a document type.
11. Click the Properties page to view the properties available to the document type, as described in Viewing the properties of a document type.
12. On the Pages page, assign property pages to the document type, as described in Applying property pages to a document type.
13. On the Commands page, select the custom commands that you want to be available to users when documents of this document type are selected.
14. On the Title Blocks page, select or type options, as described in Configuring title block updates.
15. 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.
16. Click the OK button to save your changes.