Copying Document Types

Sometimes an existing document type is similar to a document type that needs to be created. In those instances, it is easiest to copy the existing document type and make changes to the copy. All information, such as review model and retention time, from the existing document type is copied to the new document type.

If all document types share some common information, it is possible to create a master document type containing this information. Then, a copy of the master document type can be created and edited each time a new document type is needed.

Document Type Manage and Document Type Create rights are required to copy a document type. The administrator role is not required.

1. From the SmartSolve Portal Page, click the Home tab.
2. In the Document Management section of the list, select Document Type.
   Result: The Document Types list window is displayed.
3. Click the Type link of the document type to copy.
   Result: The Document Types Detail window is displayed.
4. Click Action > Copy.
   
5. Enter the name of the new document type.
6. Enter a description of the new document type.
7. Click the Save button.
   Result: The document type has been copied and the detail of the new document type is displayed.

See Also

Document Types

Viewing the Document Type Detail Record

Creating Document Types

Changing the Administrator Role in a Document Type

Applying Document Type Security

Configuring Document Type to Keep a Copy of Every Build

Configuring the Secondary Format

Attaching Templates to Document Types

Document Type Tree Actions

Document Setup