Document type management

You can use the Document Types menu option to add new document types in addition to the ones provided by the out-of-box system. The process for adding new document types is complex and requires a thorough knowledge of Forms Designer. When you add a new document type, you must provide a document creation form and a document edit form for the new document type. Before you add a new document type, create the document creation form and the document edit form to use with the new document type.

You must also create at least one document view for the new document type. You can do this after you have created the new document type, but the document type will not be usable until you create at least one document view for the document type.