Document type settings
For the documents that we will use in eDocumentation in the register of document types, it is required to specify an archive and a classification.
This setting for the document type defines how the document is classified upon being imported into documentation and where it is stored.
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HINT
The easiest way to imagine an Archive of documents is to picture it as a closet. The classification is like a folder within a closet. Within the above-mentioned settings, we determine in which archive (cabinet) and classification (folder) each type of document should be placed, within the document storage. Read more about eBusiness terms in PANTHEON in the chapter eBusiness Terminology.
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We specify the pre-prepared DIZ0 archive for documents or create new archives for greater transparency of the documentation. We choose the type of classification from among the classifications that we downloaded using the Web Service.
Using the Setup Wizard in step Document type settings, we associate document types with archive type and DMS classifications.
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Warning
The advanced settings of document types, which are necessary for working with eDocumentation, are organized in the register of document types. See detailed instructions in the chapter Document Types.
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Select the Setup Wizard from the menu Settings | Program | Administration panel | Settings | Documentation.
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HINT
For more detailed information about the Document type settings form, read the chapter Document type settings.
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In this chapter, we will look at an example of using the wizard to link a document type to an archive and classification.
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Case summary
The person responsible used document type 0100 – Order. Using the wizard, the person responsible wants to review the links and associate the document type with the archive and classification. This is done as follows:
- Links Overview
- Setting up Links
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In the Setup Wizard, the person responsible checks the links between document types and archives, and classifications.
For this purpose, the person responsible chooses the step Document Type Settings.
A list of links opens.
The list shows Document type and Archive and Classification associated with the document.
Proceeds to setup links.
For document type 0100 – Sales Order, the person responsible wants to set links to archive and classification.
In the section Filter, in the field Document type the person responsible selects the type of document from the drop-down list: 0100 – Sales Order.
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HINT
Filters can be used for easier sorting: Document type, Archive or Classification.
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For the selected document type in the column Archive from the drop-down list, the person responsible selects the archive that will be associated with the document type: DIZ0 – Export documentation.
For the selected document type in the column Classification from the drop-down list, the person responsible selects the classification that will be associated with the type of document: 412 - Purchase.
The person responsible saves the changes by clicking the Up/Down arrow keys.
New links of the document type are visible in the list.
By clicking on the field Test Settings the Test button appears.
If you select the Test button you can check the appropriateness of the settings.
A window with the information "All settings are appropriate" appears on the screen.
By clicking the Next button, the person responsible continues to the next step in the Setup Wizard which is Classification preview.