There are several steps to the creation of a document type.
-
Step 1 Enter the name of the document type and press OK. Other fields will then become available for Step 2.
-
Step 2 Enter the field parameters and add them to the grid using the Add to Grid button.
Data Entry
DB Field
The name of the field in the database table
Description
A user friendly name for this field
Data Type
The type of the field in the database table selected from those presented.
Length
Applies only to certain Data Types. This will be set to zero where not applicable.
Sequence
Used to order the display of the fields in e4DM View - currently not used.
FTR
Set if this field is to be included in Full Text Retrieval searches.
-
Step 3 Once all the fields have been entered press the Update Database button. Other fields will then become available for Step 4.
Volumes
Each document type requires the setting of volumes . These correspond to areas on servers and PC's.
-
Step 4 Volumes must now be assigned to the document type.
If volumes have not been previously created press the Create Volumes button.
Double click on a volume entry box to select a volume from those available, as in step 5.
-
Step 5 Select the relevant volume from the list presented by double clicking the item.
-
Step 6 Press the Update button to complete the document type set-up.
