Add an Imported Document Type

Use the Imported Document Types (TIDM) program to organize external files/documents that you import to PowerShift.

Note
The [default path] and [default folder] are required for document import and cannot be deleted. The associated subfolder can be changed as required.

Current document types are listed:

Field Name	Displays
Document type	The unique identifier assigned to this file/document type
Description	The description of the file/document type
Subfolder	The subfolder into which this type of document is imported

Choose the appropriate options:

To	Do This
Add a document type	Click Add.
Delete a document type	Highlight the line and click Delete. See Delete.
Copy a document type	Highlight the line and click Copy. See Copy.
Display or change a document type	Highlight the line and click Select or double click the line.
Print the list of document types	Click Print. See Print.
List imported documents of a specified type	Highlight the line and click Doc history. See Display Imported Documents. Click OK to return to this program.
Exit the program	Click Exit.

Enter or change data in these fields:

Field Name	Type / Max Length	Action / Description
Document type	Required 30 alphanumeric	Enter a unique identifier that describes the type of document you will be importing. Note This field cannot be changed after a document type is created.
Description	Required 30 alphanumeric	Enter descriptive information document type. This description displays in the document list box.
Subfolder	Optional	Enter the relative path of subfolder where imported documents of this type will reside. The base path is the Document archive path specified in System Options Maintenance: Help and Other Path Options. Important! The subfolder must exist and be accessible to PowerShift or it will not be saved.

Choose the appropriate options:

To	Do This
Accept the data	If this is a new document type, click OK. The program prompts for another document type. See step 2. If you made changes to an existing record, click Apply to accept the changes or Cancel to abandon the changes.
Return to the list of imported document types	Click OK.
Exit the program	Click Exit.