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Article Index

Table of Contents

Introduction

Document Types are the definition of specific documents that are to be captured and managed within a Document Structure. A Document Type profiles all information about an expected document, from its name, where it will be stored, to the permissions around who can work with the document.

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A file representing one of these is known as the actual Document for the Document Type, for a given object (i.e. Project).

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When you have added a document type, you can specify who should be notified if a document of this type is changed in the Notification On Change accordion.

Document Type - Properties

When you select Add Document Type, the following screen is displayed.

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Notifications can be configured to be sent in two different ways;

  1. Notify Immediately on change. In this type of notification, a bulletin email is sent as soon as the specified document action is performed. An example email is shown below. It details the document that was changed, its status and also provides a link to view it.

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  2. Notify in scheduled bulletin/summary. In this type of notification, information on the document action will be included in the bulletin email sent at a set time each day.

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