Open Documentation Menu

Creating document types

Documents can be classified by selecting a document type.

Creating the term 

  1. Open the Site settings.

  2. Open the Term Store Management under Site Administration. 

  3. Navigate to Term Store Management Tool > Taxonomy Term Store in the site collection.

  4. Select the term set ecsDocumentTypeTerm.

  5. Create a new term by clicking on the term set ecsDocumentTypeTerm and selecting Create term.

  6. Enter a new name for the term.

  7. Optional: Assign a default label for additional languages by selecting the appropriate language.

  8. Optional: On the Advanced tab, under Local custom property, add the value 1 to the property name IsDefault to set the document type as the default.

  9. Save the new term.

  10. Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.

Linking content types to document types 

If the document is to be assigned to a specific site content type by selecting the document type, you must first create the site content type. The site content type is then linked to the previously created term.

  1. Open the Site settings.

  2. Open Site content types under Web Designer Galleries.

  3. Select Create content type.

  4. Assign one of the following properties:

    • Name: Any name.

    • Description: Any description.

    • Select parent content type from: ecsContract.

    • Parent content type: ecsContractDocumentContentType.

    • Save this site content type. Select an existing group or create a new group.

You will be redirected to the administration page of the new site content type. Close the web page.

Define the site content type in the previously created term in the Term Store Management Tool.

Defining the site content type

  1. Open the Site settings.

  2. Open the Term Store Management under Site Administration.

  3. Navigate to Term Store Management Tool > Taxonomy Term Store in the site collection.

  4. Select the term set ecsDocumentTypeTerm.

  5. Select the term created in the step above.

  6. Under Advanced, add the local custom property ContentType and enter the name from the previous chapter Creating document types as its value.

  7. Save the new term.

Adding the site content type to the existing contract libraries

  1. Open the settings of the document library Contracts0 or ecsContracts0.

  2. Select Add from existing site content types below the Content types.

  3. Select and add the site content type from the available site content types.

  4. Confirm the selection with OK.

Repeat this procedure for all libraries whose name begins with Contracts.

Empty the cache on the start page of the d.velop contracts for Microsoft 365 administration interface. Your changes will then be applied in the contract management interface.