DocFort User Guide
How to Create and Manage Content Type and Its Value
Custom Meta-data tags can be attached to documents for easy access and meticulous arrangement. Such custom meta-data tags are known as Content-Type on our document solution. Each Content-Type comes with a required Value that is also generated upon creation of the various custom meta-data tags.
- How to create and manage Content Types
To create new content types, navigate to the “Settings icon” at the top right of the Landing page. See the image below for reference.
Once clicked a drop-down menu housing a few options would be displayed.
- Select the “More settings” option in the menu. See the image below for reference.
Once selected, the Advance Settings menu would then be displayed.
Proceed to Click on the “All Content Types” key, there you can create and manage any content type.
- Select “New” to create new content types
The steps in the creation of content types and each metadata tags are as follows:
- Input the title to the new content type
- Enter as many metadata tags as possible to attach to the content type by inputting the metadata title
- Select the check box for “Required” for metadata tags that must be filled
- Click on “Add” after every new metadata tag is titled
- Click “Create” to complete the creation of the new content type.
See the image below for reference
- Select “Edit” to edit existing content types
Editing content types is possible and easy with our solution. The steps are as follows:
- Select on the content type to be edited
- Click on the Edit button to reveal the pop-up screen
- Add new metadata tags or remove existing tags from this screen
- Select “Update” once the changes to be made are completed
See the image below for reference
- Select “Delete” to delete existing content types
Deleting content types is possible and easy with our solution. The steps are as follows:
- Select on the existing content type to be deleted
- Click on Delete to carry out the deletion of the content type
- Select Delete again once the confirmatory message pops up to verify the content type is what is being deleted
See the image below for reference
- How to create and manage Content-Type Values
To create the values, there must already be content types for which the values would be added to. Values can also be edited after being generated if there are errors in the values tags. Still navigating from the settings page, Select the “Content Type Values” key to access the page for management of the values.
- Select “New” to create new content type values
The steps in the creation of content type values and each metadata value are as follows:
- Select the Content Type the value is being attached.
- Select the Content Type Metadata the value is also being attached too.
- Add as many values as possible to the metadata type
- Click on “Add” after every new value is titled.
- Click “Create” to complete the creation of the new content type value.
- Select “Edit” to edit existing content type values.
Editing content type values is made possible and easy with our solution. The steps are as follows:
- Select on the content type value to be edited
- Click on the Edit button to reveal the pop-up screen
- Add new metadata values or remove existing values from this screen
- Click on “Add” after every new value is titled.
See the image below for reference
- Select “Delete” to delete existing content types
Deleting content type values is made possible and easy with our solution. The steps are as follows:
- Select on the existing content type value to be deleted
- Click on Delete to carry out the deletion of the value.
- Select Delete again once the confirmatory message pops up to verify the content type value is what is being deleted.
- Filter the values to easily navigate and access the values being managed.
- Refresh once done with the filtering during the value management process.