Use this worksheet to outline the Document Types residing in a Folder Type. This worksheet is helpful for outlining the Keyword Types necessary for auto-foldering and dynamic foldering.
For each Document Type, provide the following information:
|
Field |
Description |
|---|---|
|
Document Type |
Write the name of the Document Type as it appears in Configuration. |
|
Auto-Folder |
Select if the Folder Type has auto-foldering configured for the Document Type. |
|
Dynamic |
Select if the Folder Type has dynamic foldering criteria configured for the Document Type. |
|
Keyword Types |
Write the names of the Keyword Types assigned to the Document Type. |
|
Keyword Types to Match |
List the Keyword Types used for either dynamic foldering or auto-foldering. |