Guides

Document Types

Navigate to Document types

From the admin interface go to Settings -> ​​​​Document Types.

 

Add a Document type

​​​​​​​Click Add Document type. This will take you to the view where you setup the default properties for the Document type.

 

Note: You cannot change the last five settings once you have created the Document type since they will directly affect any document using the type.


Setup the Document type

 
  1. Set the name of the Document type.
  2. Toggle if the Document type shall be active (possible to use).
  3. Set/unset if the document type should be default.
  4. Toggle if the document Check should display warnings if there is an even number of pages in the document.
  5. Toggle if the document Check should display warnings if there is an even number of pages in the chapter.
  6. Toggle if the document Check should display warnings if a chapter starts on an even page.
  7. Toggle if readers should be able to print pages from a document.
  8. Toggle if readers should be able to print pages without watermarks from a document.
  9. Toggle if the compliance connection list should be available in the Reader.
  10. Toggle if the name of the document should be set using a predetermined format.
  11. Setup a predetermined document name format. There are two available dynamic tags, {date} gets replaced with the current date, {number:x} gets replaced with an incremental number and the x is a number used for setting how many integers the number should consist of. {number:3} turns into 001.
  12. Sets the current value used for the {number:x} format. This value can set changed at any time.
  13. Toggle if the name of the document revision should be set using a predetermined format.
  14. Setup a predetermined document revision name format. There are two available dynamic tags, {date} gets replaced with the current date, {number:x} gets replaced with an incremental number and the x is a number used for setting how many integers the number should consist of. {number:3} turns into 001.
  15. Set the default Reminder interval.
  16. Set the Workflow.
  17. If set to Yes gives you the possibility to manage the Roles for each workflow step (delete and add roles).
  18. If set to Yes you can set specific security for the Workflow.
  19. Shows a preview of the Workflow.
  20. Set the default Layout.
  21. Set the default Skin.
  22. Set the default Structure.
  23. Set the default page numbering format.
  24. Toggle if the document shall display changes between revisions.
  25. Set the heading numbering format.
  26. Set if the document shall be a One Page Document or not.
  27. Set if the document shall be able to handle two languages. If set to Yes two language fields will appear. 

Navigate to Document types

From the admin interface go to Settings -> ​​​​Document Types.
 

Update a Document type

Click on the name of the Document type you want to update to go to the view where you can update the settings. Updating a Document type will directly affect any document connected to it, because of this the last five settings cannot be changed.


New Document

Navigate to new document view

  1. Go to the admin interface and navigate to Documents -> Manage Documents.
  2. Click at Add Web document.
     


Add new document

  1. Choose the desired Document type from the drop down menu next to Document type.
  2. Fill out the name of the document and give the document a short code if desired.
  3. Click Add.
     

 

Note: Document types are not exclusive to Web documents, but is also used for File documents and External documents.


Edit existing document

Navigate to General Settings

  1. Open the document you want to change the Document type for.
  2. From the document menu click Settings -> General Settings.
     


Change document type

  1. On Manual type click the drop down menu and choose the desired Document type.
  2. Click Update.
     

Sign in

Lorem ipsum dolor sit amet consectetur adipisicing elit. Sequi earum repellat id accusamus unde labore nihil quam impedit voluptates modi ratione, amet in!