MarkView Administration > MarkView Administration menu > MarkView Admin > Document Types

Document Types

MarkView lets you create new document types. For example, you might need a document type that lets you provide a read-only view to a particular user group, or you might need a non-MarkView document type, for example, contracts, to save in MarkView Document Library.
Note Creating a document type for inclusion in a MarkView workflow requires the creation of a workflow infrastructure to support the new document type. Because creating a workflow infrastructure is not part of MarkView system administration, this guide contains no instructions for doing so.

Add document types

  1. Select the Document Types tab and click Add.
  2. 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. The bar code should be configured in MarkView before it appears for selection.

  3. Click Save.
  4. To make the document type accessible to users, add user group authorization as described in the following section.

Modify document types

  1. Log in to MarkView and navigate to Administration > Module Admin.
  2. Select the Document Types tab.
  3. Locate the document type to modify and click the Details button next to the type name.
  4. 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:

  1. Locate the Document Type name and click the Details button next to the name.
  2. Click Delete.

Add a toolset group authorization

  1. Select the Document Types tab and click Details next to the document type for which to add toolset group authorization.
  2. Select the Toolset Group Auths tab and click Add.
  3. Click Select User Group and select a user group from the LOV.
  4. Click Select Toolset and select a toolset from the LOV.
  5. Click Save.

Modify a toolset group authorization

  1. Click Details next to the group authorization to change.
  2. Continue as follows:

    • To change the authorization, modify the fields as needed, and click Save.

    • To remove the authorization, click Delete.