Document Types

KnowledgeTree uses Document Types to group documents in the repository. This allows you to search for and manage your documents by 'Document Type', e.g. Invoice, Report, Template, Order, etc.


For each Document Type, you can create a collection of fields, called 'fieldsets', and then associate the fieldsets (one or more) with selected Document Types. For example, for an 'Invoice' document type, you could create a fieldset called 'Invoice Details', for which you can create a collection of fields, such as: Invoice Number, Customer Name, Date, etc. When a user adds a document of the type 'Invoice', the fields display, and the user is required to enter field values, such as the invoice number, the name of the customer, and the date. When adding fieldsets and fields, you can specify whether they are 'required' - i.e. whether the user is must enter values for those fields.


Note: Fields, Fieldsets, and Document Type are Metadata - they are descriptive references for documents in the repository.


Working with Document Types


How to Add a New Document Type


How to View Existing Document Types


How to Edit a Document Type


ENABLE OR DISABLE A DOCUMENT TYPE


EDIT A FIELDSET ASSOCIATED WITH A DOCUMENT TYPE


DELETE A DOCUMENT TYPE