What are folder types? - 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

A folder type provides a template from which your users create and tailor individual folders.

In a folder type, you can assign one or more document types, custom properties, or capture profiles, as well as define how Perceptive Content displays the contents. You can specify that a folder type can only contain the document types you assign to it, and Perceptive Content prevents the user from adding documents to a folder that are not assigned to that folder. You can specify that the folder type contains some or all document types, and define your Perceptive Content workflow process to identify when a new folder type contains all of the required document types.

Perceptive Content provides the ability to specify that some or all document types assigned to a folder type are required. When you define required document types for a folder type, your users can view a list of the required document types in the Folder Viewer. You can also configure your Perceptive Content workflow process to identify when a folder contains all of the required document types.

You can also assign an unlimited number of "custom properties" to document types and folder types, enabling you to store additional metadata about a type. Additionally, you can organize folder types in your Perceptive Content system using "folder type lists" and the "folder hierarchy."

For example, you might create a folder type named HR that users in your human resources department use each time they need to create a folder for a new employee. You might specify that the HR folder must contain "Resume," "Application" and "Tax form" document types, but not a "Medical" document type. Then you define workflow to route the documents in a new employee's folder only after the resume, application and tax form arrive in the specified queue. In the event that a user tries moving and insurance form into this folder, Perceptive Content prevents it.