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Configuring document templates

To configure the New Document page options:

  1. In Configurator, expand Document Types in the configuration tree to display the document types.
  2. Select the document type that you want to configure. The document type’s property pages appear in the right pane.
  3. On the New Document page, click the Edit button.
  4. Click options or type values using the descriptions in the following table.
New document options
Option Description

Document type availability

Select an option to control when this document type is available for selection by users:

  • Always: The document type is always available to users.
  • If they have the Create Document privilege: Applies only when the Use Document Type Security option is enabled in Vault Settings of the Environment branch of the configuration tree in Configurator. If the option is enabled, users must have the Create Document privilege specifically for the selected document type in the folder where the document will be created.
  • Never: Prevents users from creating new documents of this type. This option can be useful to make a document type obsolete without deleting it from the configuration. We do not recommend deleting document types from a vault configuration. Existing documents or older revisions may still use the document type.

New document templates

Add template files as described in Creating and editing document templates.

  1. Click the OK button to save your changes.

Related concepts

About document types

Related information

Configuring custom icons