Create a manual 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

You use the Manual application plan to map data to documents or records without using an agent, Interact client, or business application. To create a manual application plan, complete the following steps.

  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 Manual.
  3. In the right pane, on the Applications tab, select New.
  4. In thePlan Settings dialog box, select the General tab.
  5. Under Information, complete the following substeps.
    1. Next to Content Type, select either Document or Record.
      Note: You cannot change the content type once the application plan is created.
    2. In the Name box, type a unique name for your application plan.
    3. Optional. In the Description box, type a description for your application plan.
    4. Clear the Is active check box if you do not want this application plan to be active.
  6. Click OK.