You can create document classes in Secured Folders and Document Management libraries.
You can't create document classes in Team Folders because they have only one document class.
This article explains how to:
Automatically generated table of contents
Create document classes
1. Open the library administration.
2. Select Document classes. The list of document classes in your library is displayed in alphabetical order.
3. Click the Create class button.
4. In the dialog, enter the name of your new document class.
The name must be unique. You can't have two document classes with the same name in a library.
Tip: You can copy-paste standard emojis in document class (and template) names. The emojis are visible wherever the list of document classes (and templates) is presented in the user interface. For example, in the Create menu. If you use an emoji at the start of a name, the item is displayed at the end of the alphabetically-ordered list.
5. If required, add a description of your document class.
The description is optional and is visible only in the library administration.
6. If required, create a simple view containing the columns Title, Last update, and Last update author.
Learn more:
- Use views in your AODocs libraries
- Configure views in your library
- Create and manage views in your library
7. If required, create a workflow associated with your document class.
After creating your document class, click Open workflow editor from the list of document classes and start configuring your workflow.
8. Click Create.
The document class configuration interface opens.
You can access the following settings for your document class:
Set a default document class
1. In the list of document classes, open the More actions menu next to the document class you want to set as the default.
2. Select Make Default.
Notes:
– Any new document created from the Google Drive interface is assigned the default document class.
– Importing emails into AODocs from Gmail using the Smartbar creates a document assigned to the default document class.
Delete document classes
1. In the list of document classes, open the More actions menu next to the document class you want to delete.
2. Select Delete.
Important:
You can't delete a document class that contains documents. To delete the class you can first:
– delete all the documents of this class and then delete them from the AODocs trash under Deleted documents in the library administration interface – learn more: Manage deleted documents and folders.
– export the documents of this class to another class in the library – learn more: Export documents from Document Management libraries and Export documents or folders from Team Folders or Secured Folders.
You can't delete a document class that is used as a pre-filter criteria in a view. Learn more: Pre-filter your documents in views.