Create an application plan - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To create an application plan, complete the following steps.

The Mobile application plan type does not support Records Manager functionality. To view records functionality, you must install a Records Manager license.
  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, expand Application Plans and select an application plan type.
  3. In the right pane, on the Applications tab, select New.
  4. In the Plan Settings dialog box, select the General tab.
  5. Under Information, complete the following substeps.
    1. For Content Type, select the Document or Record option. You cannot change the content type once the application plan is created.
    2. In the Name field, type a unique name for your application plan.
    3. Optional. In the Description field, type a description for your application plan.
    4. Optional. Clear the Is active check box if you do not want this application plan to be active.
  6. Click OK.