Creating a new document type

You can create a new document type.

About this task

To create a new document type:


  1. From the tree in the application rules side panel, choose Process Modeling. The Process Modeling window displays in the work area.
  2. From the Process Modeling window, select the Order, Load, or General tab to view the corresponding process modeling tree for that base document type.
  3. In the Document Types swimlane, right-click on the applicable document type and choose Save As. The New Document Type window displays.
  4. In Document Type, enter the new document type identification number.
  5. In Description, enter a brief description of the document type.
  6. For each process type associated with the document type you are saving as, enter the process type, the process type name, and a brief description.
  7. Choose the Save icon. The new document type displays in the document type tree with the associated process types.
    Note: An .ex extension is automatically appended to the document type and process type values you have specified.