Document type availability

Select an option to control when this document type is available for selection by users when creating new documents from templates:

• Always: The document type is always available to users when creating new documents from templates.
• 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 from templates. 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.

  Note: The behavior of PowerUser and PowerWeb differ in a small number of ways and this option affects one of them. Dragging and dropping a file in PowerUser is considered a form of import, not as creating a new document from a template. Consequently, a document will be successfully imported by drag and drop if its file extension is assigned to a document type that has this open set to Never. However, the user cannot select that document type to create new documents from a template. Conversely, dragging and dropping a file in PowerWeb is not considered a form of import but as creating a new document. The action will fail with the error message You cannot create new documents in folder "..." because there are no document types available for you to use if its file extension is assigned to a document type that has this open set to Never. The PowerWeb user will also not be able to select the document type to create new documents from a template, the same as a PowerUser user.

New document templates

Add template files as described in Create And Edit Document Templates.