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:

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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. Click the Add button.

4. In the dialog, 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.

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 New menu. If you use an emoji at the start of a name, it is displayed at the end of the alphabetically-ordered list.

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

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

6. Click Create.

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

• Properties: Configure the custom properties for your document class.
• Security:
  • Set the permissions of your document class, such as who can create, read, write, share and delete. Learn more:
    • Prevent users from overriding inherited permissions
    • Prevent users from sharing documents – learn more: Security settings
    • Prevent users from deleting documents and folders
    • Prevent users from renaming documents in Document Management libraries
    • Prevent viewers from downloading, copying and printing documents
    • Configure inherited permissions in the document class
    • Manage document creators

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

• Advanced:
  • Configure the document version settings for your document class. Learn more:
    • Force users to check out documents to edit them
    • Disable manual version control
    • Force version names of documents to be numbers
    • Restrict who can see the list of previous versions
  • Activate encryption with Virtru
  • Configure the folder settings for your document class
  • Configure the AODocs document page display
  • Apply custom scripts for the document class (Viewer Action or Update Action). Learn more: Trigger custom scripts on document classes
• Templates: Create and configure document templates for your document class.

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.

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:

• Use views in your AODocs libraries
• Configure views in your library
• Create and manage views in your library

Access the workflow for your document class

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

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