What are document classes?

A document class is a set of configuration parameters controlling the security settings, the behavior and the available custom properties associated with the documents in an AODocs library. 

For example, let’s imagine that a group of business users want to use an AODocs library to collaborate, and that they need to manipulate three different kinds of document: invoices, purchase orders and expense reports. Each type of document will have its own list of specific properties: 

  • invoices will have an amount (a decimal number), a due date (a date/time property), and an accounting class (a list of predefined values)
  • expense reports will have an amount (a decimal number), a reporter (a person), and a fiscal month (a list of predefined values)
  • purchase orders will have a product code (a list of predefined values), a customer name (a text property), a quantity (an integer)

In this scenario, you need to create three different document classes: one for invoices, one for expense reports and one for purchase orders. This is because each one of these document types has a different list of properties.

Configuring document classes allows you to:

  • define a list of custom document properties with specific data types and configuration options
  • set up security options, such as who can delete documents and who can share documents
  • define multiple list views to display the documents of your class
  • use advanced search features to search documents with their custom properties
  • associate workflows to your document classes

AODocs provides a predefined custom property types. In addition, you can create your own "categories" and use them to define the information inside a document.

Using categories in the document classes allows you to:

  • choose items from a drop-down list
  • enable end-users to add new values to the list

Learn more: Create and configure document classes.

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