Document Types

HowNow is supplied with various pre-defined Document Types. We recommend that you do not delete or rename existing Document Types. If you delete a Document Type and later receive a HowNow content update that contains documents of that type, that Document Type will be added back to your HowNow list of Document Types.

You do not need to create any new document types - discuss this with your HowNow Implementation Team before you add new Document Types, as it is important you do not create too many, as this could make HowNow more difficult - not easier - to use.

Modify Document Types in one of two ways.

1. Right-Click in the Document Filters Grid

2. select File > Administration > Knowledge > Document Types.  

The Document Type Editor dialog appears.

  1. Click New or Edit. The Document Type Details dialog appears - This dialog allows you to add a new document type or edit an existing one
  2. Description - Enter a description for the document type
  3. Requires a Procedural Area (optional).  Select the checkbox Requires a procedural area if you require a Procedural Area (e.g. Production, Marketing, Administration, etc.) to also be specified when this new Document Type is applied to an Item. Leave the checkbox unselected if you wish the new Document Type to be applied to Items without also requiring a Procedural Area to be specified.
  4. Hint (optional). Enter a hint to be displayed whenever the cursor is positioned over a document type in the left filter panel.

To create a Sub-Document Type, select the main Document Type, select Sub-Level, and then click New.

To rename a Document Type you have created, select the Document Type and click Edit. (Remember, avoid renaming standard Document Types that were included with HowNow.)

To change the sequence of the Document Types, you can drag and drop the Document Types. Click on a Document Type and drag and drop it on to another Document Type. If you have Same Level selected when you drop the Document Type, it will be a Document Type at the same level as the Document Type you drop it on. If you have Sub-Level selected when you drop the Document Type, it will be a Sub-Document Type of the Document Type you drop it on.

Click OK when done. The new or edited Document Type(s) will appear in the left pane of the Documents screen.

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