Add a document type - 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 a new document type for document categorization in Perceptive Content, 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 tab, click New.
  4. In the selected row under Document Type, type a name for the document type and then press ENTER.
  5. Select the new document type and then click Modify.
  6. In the Document Type dialog box, on the General tab, type an optional description for the document type and select the Is Active check box.
  7. Optional. On the Custom Properties tab, assign custom properties to the document type.
  8. Optional. If you want Perceptive Content to verify signatures for this document type, do the following substeps.
    1. On the Digital Signatures tab, select the Automatically verify signatures for this document type check box.
    2. To specify how often the signatures are verified, in the Verification intervalboxes, select the number and time unit and then click OK.
  9. Click OK.