Add a document type

The properties of a document type belong to the following categories:

Consider the following as you create document types:

  • A child document type inherits all field groups and fields from the parent document types. A child document type cannot inherit a field group from multiple parent documents types. However, you can modify the inheritance hierarchy at any point. If you change the parent of a document type, TotalAgility replaces the previously inherited field groups and fields with the new inherited field groups and fields. If the change in inheritance results in any two fields or any two field groups in the inheritance hierarchy having the same name, you cannot change the inheritance and TotalAgility generates a message.

  • If you have an existing job on a process which uses inherited fields but the inheritance has changed, the job will continue because the job refers to the previous version of the document group.

  • If you create a new job on a process which uses inherited fields, but the inheritance has changed, the job will suspend because those fields are removed from that document type.

  1. Select the RootDocumentType, and click Document Type Add Document.
    TotalAgility adds a document.
    Note The root document type can include multiple document types and each document type can include child document types.
    Note Renaming, deleting, or moving a Document Type used by an Extraction Group can cause classification and extraction to fail. To ensure that classification and extraction perform correctly, change the document type in the Kofax Transformation Designer. See the Kofax Transformation Designer Help for more information.
  2. Add field groups to a document type. See Add field groups to a folder type for more information.
    TotalAgility adds a document.
    Note The root document type can include multiple document types and each document type can include child document types.
  3. Click Save.
  4. Click Release Save and Release.