Record Folder types categorize a record folder according to a predefined list of values. To create a new record folder type, complete the following steps.
- In Management Console, in the left pane, under Select Department, select a department from the list.
- In the left pane, click .
- In the right pane, on the Record Folder Types tab, click New.
- In the selected row, under Name, type a name for the record type and press ENTER.
- Select the new record type and click Modify.
-
In the Record Folder Type dialog
box, on the General tab, do the following
actions:
- Optional. In the Name box, type in a new name.
- Optional. In the Description box, type a description of the record type.
- Make sure Is active is selected.
-
Optional. Click the Custom Properties tab
and add custom properties to the record type as follows:
- To restrict the rows displayed in the Available list to a single data type, in By type, select the type you want.
- In the Available list, select a custom property and click Add.
- Optional. To make the custom property required, in the Added list, click the first column of a custom property to add the icon.
- To change the order of the custom properties, in the Added list, click Move Up or Move Down. For example, you can move the most commonly used custom properties to the top of the list.
- Click OK and in the confirmation box, click Yes.