Common Configuration

Clicking Document Types Management opens its dashboard on the right. Refer to the screenshot below:

• In the Common Configuration panel, you can make it so that users cannot select a main document type name if one or more sub-types exist for that type.
• In this panel, you also select whether Document Types are sorted by Logical order (the order in which they were entered) or sorted Alphabetically.
• Here, too, you select the default Auto Name Separator; you can choose any character, or you can make the auto separator a blank space.
• On enabling Allow edit fields with default value assigned, some document metadata fields will be filled automatically on creating a document and selecting a document type from the configured list.
• If you make any changes in this panel, click Save at the bottom of the panel.