Connect Process Action Document Types

Explanation

Use this activity to connect one or more document types to a document class process action. This enables you to use the extended Electronic Document Management (EDM) file features, such as checking out the multiple files attached to the original file. For example, the original file is an AutoCAD drawing that uses scanned and rasterized files (with extensions *.cal and *.cg4). The scanned and rasterized files would be checked out with the original file as long as their document types were defined and connected to the document class process action.

Prerequisites

• At least one new document type must be defined. 
• A process action header to which you can connect one or more document types must be created. A process action header consists of document class, EDM macro process (e.g., View), and a macro option (e.g., SelectAndRun).

System Effects

As a result of this activity, if multiple document types are defined, additional files may be checked out with the original file. 

Window

Document Class Process Action

Related Window Descriptions

Document Class Process Action

Procedure

1. Open the Document Class Process Action window.
2. Query for the process action configuration to which you will add document types.
3. Click New to create a new row in the table.
4. Enter a valid document type either manually or using the List of Values.
5. Click Save.