Document Types Setup (v10.xx)

Document Types Setup (v10.xx)

Once the list of document types is added to the Keywords & Labels document, an entry for each type is added to the ‘Document Types’ section.


All standard Cerri Project documents will appear in the list, along with the custom types defined in the Keywords & Labels document. If workflows have been defined, they can now be associated with a specific document type.


To define document type settings:
  1. Locate the desired document type in the list.
  2. Open the document to edit its settings.



Field

Description

Name

Name of the document type as it was entered in the 'Keywords & Labels' setup document.

Standard type

Computed field indicating whether the document type is a standard document. Non-editable.

Associated workflow

Selection field to set the associated workflow, if any. The Workflow setup documents must be created in advance.

Creation of documents

Options: 'Yes', 'No' or ‘With a template only’.

- If 'No': Documents of this type cannot be created directly, enforcing template usage. See principles for Document templates for more information.

Comment

Free text section for comments.

Reference number

Automatic

Specifies if the document reference number will be generated automatically ('Yes' or 'No').

Mandatory field

Indicates if the reference number is mandatory ('Yes' or 'No').

Number format

Define the number format for the reference number using any formulas displayed in the tooltip.

Key format Define the key format for the reference number using any formulas displayed in the tooltip.

New number after conversion Specify if ('Yes' or 'No') a new reference number should be

assigned after a document type conversion.


Once the parameters are defined for a document type, templates can be created and applied. A single document type can support multiple templates. For example: If ‘Contract’ is a document type, an organization can create templates such as 'Sales Contract', 'Maintenance Contract', etc.


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