How do I use document types?

Documents can be sorted using document types. You can change, add and create the document types you want for your organization, and then tag document links. This provides a structure to the document links and you can then use it for information management.

Document types are found under "Browser" --> "Document types".

You can then add/remove/change document types that are in the repository.

Add: Click the "plus" and select a title for the type.

Delete: Right-click on a document type in the list and select "Delete".

Change: Right-click on a document type and select "Rename".

When you then go to the properties for a document or document link, the document types are found under "Types".

You can then use this information by, for example, adding the "Types" column to a list of your documents.

You can also filter the list by document types.