Document Types allow Administrators to define the types of documents which will be scanned, imported, and subsequently saved as files within Salesforce. By creating Document Types, an organization can streamline the import and saving processes. Specifically, file naming conventions, file formats, meta keywords, and object types used in the saving process can be configured.
To create Document Types, a user must:
- Navigate to the Document Types object.
- Click "New"
- Input the values of all fields.
- Click "Save"
In the below grid, you will find the description of each field that is required within the Document Type record.
|Document Type Name||Name of the Document Types which will be scanned, imported, and subsequently saved. (i.e. Invoices, Purchase Orders, Loan Documents, etc.)|
|Abbreviation Document Type Name||Abbreviation of Document Type. (i.e. INV, PO, LD, etc).|
Read - When selected, this Document Type will allow a user to import files from specific Salesforce records but not write to those records. The most common use case is for email attachments or customer portal uploads that are delivered directly to email queues. This will allow a user to open those files directly in Docusplit.
Write - When selected, this Document Type can only be saved to a Salesforce Record. A Document Type marked as "Write" will, in Related Object, designate what type of objects a user can save the document to.
Read/Write - When selected, this type of document can be imported, scanned, and saved to a Salesforce Record.
|Read/Write File From||Options:|
Attachment - When saving this document type in Salesforce, it will be saved as an attachment of a record.
File - When saving this document type in Salesforce, it will be saved as a file related to a record.
Both the Document Type Name and Abbreviation Document Type Name can be used within the file naming convention. File Naming Conventions will be defined in the Related Object section of the Docusplit Configuration Process.
As a next step in the Document Type configuration process, we must now create a Related Object record. For detailed information on the creation of this record type, please see the next section, labeled Configuration of Related Objects.
Updated almost 2 years ago