Document type availability
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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.
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New document templates
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Add template files as described in Creating and editing document templates.
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