Assign a document type to a folder type - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

To associate an existing document type with a folder type, 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 Folder Types.
3. In the right pane, on the Folder Types tab, select the folder type to which you want to add a document type and click Modify.
4. In the Folder Type dialog box, on the Document Types tab, perform the following substeps.
   1. Optional. To prevent users from adding types of documents to a folder that you do not specify, select the Allow only allows selected document types check box.
   2. Optional. To filter the available document types according to the list in which they were assigned, in By List, select a document type list.
   3. In the Available list, select a document type and click Add.
   4. Optional. To make a document type required, in the Selected list, click in the document type. Required document type icon.
      Note: When you define required document types for a folder type, you can configure Perceptive Content workflow to consider a folder complete only when all required document types are added to the folder.
   5. Optional. To change the order in which the document types appear in a folder, in the Selected list, select a document type and click Move Up or Move Down.
      Note: You can also order the document types in the View Preview window on the Appearance tab.
   6. Optional. To remove a document type from the folder type, select the document type and click Remove.
   7. Click OK.