Working with Document Types

Prerequisites

• You've the necessary roles and authorizations as mentioned in Role Templates for Document Management

• You've created the necessary status profiles for your documents. You used Document as the Object Type. For more information, see Managing Statuses.

Creating a Document Type

1. From the SAP Fiori launchpad, open the Configure Documents app.

2. Choose Create.

   The page displays with the header, administration, and translation sections.

3. To create a document type, enter the following values:

   Field	User Action
   Document Type	Enter a document type.
   Description	Enter a description for the collaboration type.
   Allow upload of multiple attachments	You can enable or disable the option for users to upload multiple attachments.
   Standard	These are standard objects.
   Status Profile	Select a status profile defined for managing documents.

Editing a Document Type

1. From the SAP Fiori launchpad, open the Configure Documents app.

2. Choose a document type, choose Edit.

   The page displays with the header, administration, and translation sections.

3. Edit the following values:

   Field	User Action	Comments
   Document Type	You can create the document type during the creation process.	You can't edit document types that are in use.
   Description	Enter a description for the collaboration type.	-
   Allow upload of multiple attachments	You can enable or disable the option when editing a document type.	You can't update the option if the document type is in use.
   Standard	(The field is read only.)	-
   Status Profile	(The field is read only.)	-

Deleting a Document Type

1. From the SAP Fiori launchpad, open the Configure Documents app.

2. Choose a document type, choose Delete.

3. Confirm the warning.