Document types 

A document type is a defined set of information and settings for a document. For example, a license application form is a document that might have required and optional information, and be set for manual versioning. That information and setting can be defined in a document type.

When users upload or edit documents, they must associate them with a document type, and then they must provide at least required information for that document. The document type information and settings are then associated with the document.

Document types are a useful tool to help you organize and retrieve documents. On the ECM server, document type information can be used to create custom views containing sets of documents that share common characteristics. Those views can then display in custom libraries, if your administrator has enabled views. They also help you control versioning and therefore the amount of storage space used.

Document types are defined on the ECM server.

Parent topic

Use custom libraries

Related tasks

How do I add new documents?
How do I edit document properties?