Create and configure document classes

When working in a Secured Folder library or Document Management library you can create a new document class by following this procedure:

1. Open the library administration interface

2. Select Document classes.

3. Press Add new value and enter the name of your new document class. The document class name has to be unique in your library.

Note: On Team Folder libraries you do not have the Add new value since they only allow one document class. If you want several classes, use Secured Folder library instead.

4. Press Enter.


5. If required, add a description in your newly created document class.
Note: The description is optional and is visible from the library administration only.

6. Select the Default checkbox if you want your new document class to be the default class of the library.

- Any new document created from the Google Drive interface is assigned the default document class.
- Importing emails into AODocs from Gmail using the Smartbar creates a document assigned to the default document class.

7. If you need to remove a document class from a library, press Delete.

Important: You can't delete a document class that contains documents. To delete the class, first delete all the documents of this class and then delete these documents from the AODocs trash under Deleted documents in the library administration interface.

8. You can create a view in one click from the document class configuration. The simple view always contains the columns Title, Last update and Last update author.


9. To enter the configuration of your newly created document class, press its name (in our example, Customer).

10. The Document classes configuration interface has the following tabs:

Parameters tab in a Secured Folder

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