Document Types
Add document types
- Select the Document Types tab and click Add.
-
Complete the page as follows.
Field
Description
Document Type Name
Enter a unique name for the document type, for example, InsuranceClaimForms.
Description
Enter a description to identify the purpose of the document type, for example, "Needed for a MVDL implementation."
Enable Date
Enter a date to start the document type availability on a specific date.
Disable Date
Enter a date to stop the document type availability on a specific date.
Detail Description Label
Enter a short description to appear in the viewer when a user opens a document.
Associated Application
-
MarkView: Specifies that the document type is related to MarkView processing.
-
Non-MarkView: Specifies that the document type is unrelated to MarkView processing.
Default Bar Code Configuration
Assigns a default bar code configuration to the document type. You must have the bar code configured in MarkView before it appears for selection.
-
- Click Save.
- To make the document type accessible to users, add user group authorization as described in the following section.
Modify document types
- From MarkView home, select .
- Select the Document Types tab.
- Locate the document type to modify and click the Details button next to the type name.
- Make your changes and click Save.
Disable document types
For the best results, disable a document type by changing permissions instead of deleting the document type.
Although you can delete document types, doing so can disrupt audit-trail requirements for MarkView documents that completed processing. You also need to remove every transaction related to the document type before deleting the document type.
Disable an unused document type
If you create a document type and discover that you made a typographical error in the name, and no one has used the document type:
- Locate the Document Type name and click the Details button next to the name.
- Click Delete.
Add a toolset group authorization
- Select the Document Types tab and click Details next to the document type for which to add toolset group authorization.
- Select the Toolset Group Auths tab and click Add.
- Click Select User Group and select a user group from the LOV.
- Click Select Toolset and select a toolset from the LOV.
- Click Save.
Modify a toolset group authorization
- Click Details next to the group authorization to change.
-
Continue as follows:
-
To change the authorization, modify the fields as needed, and click Save.
-
To remove the authorization, click Delete.
-