Document classes are used to organize AODocs documents according to their type. Examples include Invoices, Sales Contracts, and Purchase Orders.
Each document class:
- has specific custom properties (metadata).
For example, the document class Invoice may have the properties Invoice Number, Amount, and Payment date. - has specific permissions assigned to the roles in the class.
For example, the document class Sales Contract may be edited only by the Sales team but may be viewed by the Marketing team. - can be associated with a single workflow.
For example, the Saes contract validation workflow may have the states Draft, Ready for approval, and Signed. If a workflow is defined, all documents of the class are in one of the workflow states.
Each document in a library belongs to a single document class.
Team Folders contain only one document class.
Secured Folders and Document Management libraries can contain several document classes.
Learn more: Create and configure document classes.