Enterprise Content Management - ECM Documents Setup

Create Document Types

Pgm: IMGDOCTP – Document Types; standard Treeview path: Imaging > Setup > Document Types

In the Document Types screen, activate the appropriate document type by checking the ‘Active’ box and select a screen in the Program Generic Name drop-down list to associate the screen with the document type.

Assign Source to a Document Type

Pgm: IMGDOCTP – Document Types; standard Treeview path: Imaging > Setup > Document Types – [Source Assignment] button

Select the document type and click on the [Source Assignment] button to open the Source For This Document Type pop-up window. Click on the [Insert] button and select a source from the Source Description LOV. Click [Save] to save the change and [Close] to exit the window.

Assign Document Types to Flysheets

Pgm: IMGFLYFM – Flysheet Definition; standard Treeview path: Imaging > Setup > Flysheets

Select the appropriate flysheet by clicking on the selection area, outlined in red in the above screenshot, then click on the [Assign Doc. Type] button to assign a document type to a flysheet.

Alternatively, in the Document Types screen, select the document type and click the [Flysheet Assignment] button on the bottom of the screen.