Welcome > Process Designer module > Activity types > Common activities > Add Document Type activity > Configure an Add Document Type activity

Configure an Add Document Type activity

  1. Add an Add Document Type activity to the map. See Add an activity.
  2. On the Extended Properties page of the Add Document Type activity, click the Configuration tab.
  3. Enter a Name for the document type.
  4. Consume a document type in the Document Type box.
  5. Enter the description for the document type in the Description box.
  6. Specify a date in the Date Required box.
  7. Consume a process in the Document Upload Process box.

    At runtime, when you upload a document or add a document to the document set, a job is started on the uploaded process map.

  8. To restrict the document type from display, click Yes for Restricted.

    At runtime, if you view the document set in Customer mode, the restricted document type is not displayed.

  9. Define a rule, either basic or advanced.

    To define a basic rule:

    1. Click Basic.

    2. Specify whether the document is required or not. If Document Required is set to Yes, select the Number of Documents.

    To define an advanced rule:

    1. Click Advanced.

    2. Consume a business rule in the Business Rule box.

  10. Click Save.