Document Type Configuration
The following tables contains the details on document type configuration.
General Information
| Property | Required | Comments |
|---|---|---|
|
Document Type Name |
Yes | Must be unique |
| Document Type Code | Yes |
1 to 5 characters Must be unique |
| SharePoint Content Type | Yes | Must exing in the Content Type List |
| Document Template | Yes |
Template must exist in the NextDocs Template Library |
| Convert to PDF | Yes* |
Only visible after Document Template is selected and only if the template is of a format that the system can render to PDF. Options are Yes or No with Yes being the default. |
New Document Request
| Property | Required | Comments |
|---|---|---|
|
New Document Request |
Yes | Defaulted to Not Require. |
| New Document Request Workflow | Yes* |
Required if New Document Request is set to Required |
|
Phase 1 New Document Request Approver |
Yes* |
Only required if New Document Request is set to Required List includes: Author Head of Functional Area SharePoint user group |
|
Phase 2 New Document Request Approver |
No |
List includes: None Author Head of Functional Area SharePoint user group |
|
Phase 2 New Document Request Approver |
No |
Only available if a Phase 2 Approver is selected List includes: None Author Head of Functional Area SharePoint user group |
Review
| Property | Required | Comments |
|---|---|---|
| Review Workflow | Yes | N/A |
| Review Watermark | Yes* |
Required if the template selected is of the .doc or .docx type Populated with all available watermark templates |
|
Phase 1 Reviewer |
Yes |
List includes: User-defined Author Head of Functional Area SharePoint user group |
|
Phase 2 Reviewer |
No |
List includes: None User-defined Author Head of Functional Area SharePoint user group |
|
Phase 3 Reviewer |
No |
Only available if a Phase 2 Reviewer is selected List includes: None User-defined Author Head of Functional Area SharePoint user group |
Approval
| Property | Required | Comments |
|---|---|---|
|
Approval Workflow |
Yes | N/A |
|
Approval Type |
Yes | List includes: Digital Signature* eApproval Standard Approval** Electronic Signature *Only available if the template selected is of the .doc and .docx type **Only available if the template selected is of a format that can be rendered to a PDF |
|
Phase 1 Approver |
Yes |
List includes: User-defined Author Head of Functional Area SharePoint user group |
|
Phase 2 Approver |
No |
List includes: None User-defined Author Head of Functional Area SharePoint user group |
|
Phase 3 Approver |
No |
Only available if a Phase 2 Approver is selected List includes: None User-defined Author Head of Functional Area SharePoint user group |
| PDF Signature Page Template | Yes |
Required if Electronic Signature was selected for the Approval Type, otherwise, not available |
Training
| Property | Required | Comments |
|---|---|---|
| Training Workflow | Yes* | Only required if training is activated |
|
TrainingType |
Yes* | Only required if training is activated List includes: ReadAndUnderstood No Training Quiz |
|
Training Windows Expirations |
No | N/A |
Effective
| Property | Required | Comments |
|---|---|---|
| Effective Workflow | Yes | N/A |
| How to Promote to Effective | Yes |
List includes: Automatically Manually |
|
Auto Promote to Effective (number of days) |
Yes* |
Required for Automatic promotion Not displayed for Manual promotion |
|
Effective Overlay Name |
No |
List includes: None and all available overlay templates |
Periodic Review
| Property | Required | Comments |
|---|---|---|
|
Periodic Review |
Yes |
List includes: Enabled (default) Disabled |
| Periodic Review Workflow | Yes* | Only displayed if Periodic Review is Enabled |
|
Periodic Review Cycle (number of days) |
Yes* | Only displayed if Periodic Review is Enabled |
|
Periodic Review Advanced Notice (number of days) |
Yes* |
Only displayed if Periodic Review is Enabled |
| Phase 1 Periodic Reviewer | Yes* |
Only displayed if Periodic Review is Enabled List includes: Head of Functional Area SharePoint user group |
| Phase 2 Periodic Reviewer | No |
Only displayed if Periodic Review is Enabled List includes: None Head of Functional Area SharePoint user group |
| Phase 3 Periodic Reviewer | No |
Only displayed if Periodic Review is Enabled Only available if a Phase 2 Periodic Reviewer is selected List includes: None Head of Functional Area SharePoint user group |
Change Request
| Property | Required | Comments |
|---|---|---|
| Change Request Workflow | Yes | N/A |
|
Phase 1 Change Request Approver |
Yes |
List includes: Head of Functional Area SharePoint user group |
| Phase 2 Change Request Approver | No |
List includes: None Head of Functional Area SharePoint user group |
|
Phase 3 Change Request Approver |
No |
Only available if a Phase 2 Change Requester is selected List includes: None Head of Functional Area SharePoint user group |