Document library configuration

Open Document Management, then Configuration. These lists are what the register, the filters, and the document form can use.

The lists

  • Document types. Kinds such as policy, standard, guide, or register. A type can restrict the file extensions that may be uploaded.
  • Document statuses. Lifecycle states such as draft, in review, or published.
  • Classifications. Labels such as public, internal, or confidential.
  • Custom attributes. Optional fields on the document, such as owner or department. A key should stay stable once it is in use.