Create a document type list - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Manage-Documents/Foundation-24.1/Manage-Documents/Manage-documents/Document-Type-Lists/Create-a-document-type-list - 2024-04-02 - To create a document type list, complete the following steps.

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To create a document type list, 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, click Document types.
  3. In the right pane, on the Document Types Lists tab, click New.
  4. In the selected row under Document Type List, type a name for the list.
  5. Select the new document type list and click Modify.
  6. On the General tab, type a name and optional description.
  7. To add document types to the list, on the List Members tab, perform the following substeps:
    1. In the Types list, select a document type and click Add.
    2. Optional. To reorder the document types in the list, in the Members List box, select a document type and click Move Up or Move Down.
      You can move the most commonly used document types to the top of the list.
  8. Click OK and, in the confirmation box, click Yes.