Document types
The document type describes what kind of document is at hand – an incoming invoice, a delivery note, a contract. It drives how a document is filed, indexed and retrieved, and is referenced as a selection in nearly every other configuration.
What is this for?
- Name document categories and assign them to a repository.
- Provide the basis for field mappings, booking rules and document links.
How to set it up
- Create the document type and assign it to the matching repository.
- Then use the type in the field mappings and document links.
Delivered entries
7 entries, generated from ECM-Connect/Doctypes.json – matches the delivered state.
| Code | Name | Extension |
|---|---|---|
0 | Masterdata | xml |
1 | pdf | |
2 | Attachment | pdf |
3 | Remark | pdf |
4 | Barcode | pdf |
5 | Scan | pdf |
6 | Documentation | pdf |