Specifying the Related Folder

1. In the Profile tab in the panel on the right, click the magnifying glass icon next to the Related Folder box. A window opens, displaying the folders available for assigning the new document type.
   
   
   
2. Select the proper folder or subfolder for the document type. In this example, we've chosen the Relevant Communications folder.
   
   
   
3. Click OK at the bottom of the window.
4. Back on the main Document Types view, click Save at the bottom of the panel on the right.

The Doc Type Fields section allows the user to determine which metadata fields are associated with any given document type. These values can be assigned to a specific document type or they can be inherited from a folder level.

• If the field is marked as ‘Visible’ then it will be displayed in the metadata field when the chosen document type is assigned to a file.
• If the field is marked as ‘Required’ (which can only be done for Visible fields) will be required for any document coded as the related document type
  
  
  

Included in the Document Tracker Report,

To specify that any Document Type will specifically be included in the Document Tracker Report, tick the Include in Document Tracker Report checkbox from the Document Types Profile window. After making any changes, be sure to click Save at the bottom of the window. Refer to the screenshot below: