Document types¶
Document types define how a document is classified and where it is stored. Each type belongs to a document group and can define a path template and a title template.
Manage document types¶
- Open Administration → Document types.
- Choose New, or select a type to edit.
- Choose the group and repository.
- Define the path template with metadata placeholders.
- Optionally define the title template.
- Choose whether the metadata form is locked.
- Save.
Deep paths
Path templates can create deep hierarchies. Review the resulting path before you use the type in production.
Permissions¶
tipo_doc:ver— view types.tipo_doc:crear,tipo_doc:editar,tipo_doc:eliminar— manage them.