Define Document Classes

Explanation

This activity is used to register document classes that can be synchronized to the mobile users.

Prerequisites

• Document Classes must be created within Document Basic Data.

System Effects

• Document Classes registered here will allow Documents created against these Document Classes to be synchronized with the mobile client.

Window

Document Classes

Related Window Descriptions

Document Classes

Procedure

To register a new Mobile Document Class

1. Open Document Classes window. (Nav. Path : Solution Manager\Touch Apps\Configuration\)
2. All Data is selected by default. Click Refresh.
3. Select check box Mobile Document Class in order to register as a document class to use in mobile work orders.
4. Optionally check the Push To Mobile indicator field.
5. Optionally check the New In Mobile indicator field.
6. Optionally check the Mobile Default indicator field.
7. Optionally check the Released Documents Only indicator field.
8. Optionally enter a Max Document Size(MB) to be downloaded to the mobile application.
9. Save the record (F5).

To view the Document Classes already registered:

1. Open the Document Classes window.
2. All Data is selected by default. Select Mobile Data Only and Click Refresh.