Define a content model overview - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Many components perform roles in a content model. Before you define a content model for a drawer, you must create the necessary document types, folder types, and drawer. You must also define content model-specific privileges. The additional components that you create to complete a content model depend on your business processes. We recommend that you create the components in the listed order by completing the following sequence of procedures.

1. Add the custom properties needed to store additional data about a document or folder based on its assigned Type value.
   • Create a custom property overview
2. Add a document type to provide a template to define which users can access the document based on its Type value and which custom property values a user can assign to the document.
3. Create a document type list to provide a filtered set of document types.
4. Create a drawer in which to store content.
   • Manage drawer restrictions overview
5. Create a document type list to provide a filtered set of folder types.
6. Define a folder type hierarchy for a drawer to specify which folders a user can store in a drawer.
7. Set folder privileges to specify which drawers, folders, and document types a user or group of users can access, as well as which actions the user or group can perform.
8. Create an application plan to contain mapped information used to assign a location and property values to documents, folders, and shortcuts.
   • Create an application plan
9. Create a client-based capture profile to contains the settings used to capture documents, including how to assign the location and property values to a new document.