By default, Document Types configured as optional are not tracked. This means if a document for an optional Document Type has not been imported, it does not affect the compliance Documentation Status of the folder. Depending on your configuration, optional Document Types may be configured to only be displayed when a document from the Document Type exists in the folder.
By selecting an optional Document Type to track, you are choosing to:
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Include that Document Type in determining the compliance of the folder. From this point on, the due date of the optional Document Type is displayed and tracked.
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Always display the Document Type for that folder in the Document Tracking interface, regardless of whether the document has been imported.
To track optional Document Types: