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
Access the workflow for your document class

Create document classes

1. Access 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.

6. Press Create.

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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 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.


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:


Access the workflow for your document class

To access the workflow of a document class, you can:

  • press the Open workflow button in the Workflow column 
  • open the More actions menu and select Open workflow

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