Modify 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 modify a document 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 Document Types.
  3. In the right pane, on the Document Types tab, select the document type and click Modify.
  4. Modify any of the following document type components:
    Situation Steps
    Enable or disable the document type
    • On the General tab, select the Is Active check box to make the document type active or clear the check box to make the document type inactive.
    Select a form for the document type
    • On the General tab, select the Is a form check box and in the Form list, select a form.
    Modify the document type description
    • On the General tab, in the Description box, change the description as needed.
    Modify the custom properties
    1. Click the Custom Properties tab.
    2. To add a custom property, in the Available list, select a custom property and click Add. In the confirmation box, click Yes.
    3. To make the custom property required, in the Added list, click the first column of a custom property to add the icon. Or, click the icon to remove the requirement.
    4. To change the order of a custom property, in Added, click Move Up or Move Down.
    5. To remove a custom property from the list, in Added, select a custom property and then clickRemove. In the confirmation box, click Yes.
    Automatically verify signatures for the document type On the Digital Signatures tab, select the Automatically verify signatures for this document type check box, and designate an interval.
  5. Click OK.