Create and configure document classes

You can create document classes in Secured Folders and Document Management libraries.

Note: You can't create document classes in Team Folders because they can have only one document class.

This article explains how to:

Create document classes
Set a default document class
Delete document classes
Create a simple view for your document class

Create document classes

1. Open the library administration interface.

2. Select Document classes. The list of document classes in your library is displayed in alphabetical order.

3. Press the Add button.

4. In the pop-up, enter the name of your new document class. 

Note: The name must be unique. You can't have two document classes with the same name in the same library.

5. If required, add a description of your document class.

Note: The description is optional and is visible only from the library administration.

4. Press Save.

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The document class configuration interface opens. You can access the following settings:

Note: The Security tab is available in Secured Folders and Document Management libraries only.

Tip: Use the breadcrumb to return to the list of document classes.


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.

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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, first delete all the documents of this class and then delete these documents from the AODocs trash under Deleted documents in the library administration interface.
Learn more: Manage deleted documents and folders.


Create a simple view for your document class

You can create a view in one click from the document class configuration. The simple view always contains the columns Title, Last update and Last update author.

1. In the list of document classes, open the more actions menu next to the required document class.

2. Select Create simple view.

Learn more:

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