Set or edit document type properties

The properties page and dialog box, include expandable panels to manage and view properties, including title, description, build options, categories, users and roles, templates, and usage.

Go to Architecture > Document Types to open the "Edit Document Type Properties" page using one of the following methods:
- Hover over the document type properties you would like to edit and click the Edit icon.
- Select the checkbox of the document type properties you would like to edit and click the Edit icon at the top of the grid.
On the Details tab:
1. Enter a Document Type Name.
2. (Optional) Select the Enabled checkbox to enable it for use. The "Enabled" column on the grid reflects if the document type is enabled or disabled for use.
3. Enter a Description. The description displays in the "Description" column for the document type, as well as the Create a New Document and Create a New Project dialogs.
4. Click the Select Content Folder icon to select the content folder. It is recommended as a best practice to first create the folder where you want to store the content for document types.
5. Select one of the following Navigation modes options:
  - By Sections: Display the section name and then the component name on the Assemble tab for created documents.
  - By Tasks: Enable filter by tasks on the Assemble tab.
6. (Optional) Select the following After Build options:
  - Always Build to PDF: All documents or presentations built with this document type will build as a PDF. If the check box is clear, the user will have the option of building as a PDF on the Build page for documents.
  - Lock After Build: Select one of the locking options below from the drop-down menu.
    - None: The Microsoft Word package or document can be edited after the build.
    - Content Marked as Locked: Locks only the content with the Lock Content After Build property enabled. If you select this option, you user must enter a password that will be required to unlock the file.
    - Entire Document: Locks the entire Word package or document. If you select this option, you must enter a password that will be required to unlock the file.
    - Entire Document with Track Changes: Locks the entire Word document and editing is only permitted via Track Changes. If you select this option, you must enter a password that will be required to unlock the Word file. Once a document has gone through all the appropriate reviews, only a manager or individual with the password can approve any Track Changes that have been made before sending the document to customers.
7. (Optional) From the Example Document area, click Browse Files or drag and drop the desired file to upload an example document that users can view before creating a document from this document type. You can also click Download to download the attached example or Delete to remove it.
  - Workflow for Creating and Using an Example Document: When a user creates a new document and selects a document type that has an example document, the View an Example link displays on the right pane of the Create a New Document window so the user can view a preview to ensure it is the correct document type to use.
    1. Perform a test build to build the document that represents the example you want users to view.
    2. On the Built Documents workspace of the Manage tab, download the document to a location where it is easy to find for an upload.
    3. Return to the document type's Properties dialog and then upload the built document by selecting Upload Document from the Actions menu.
On the Categories tab: You can assign Document type categories. Users can use the categories filter when creating a new document.
- Select the checkbox next to the document type category you want included in your document type.
On the Templates tab: You can assign templates to the document type. During the build process, users who have been granted permission can select a template to format the document or presentation.
- Select the checkbox next to the templates to be used to format either a document or a presentation document type.
On the Roles tab: You can grant Build, Edit, and Architect permissions to an existing role. You cannot add, edit, or delete a role on this panel. To perform these functions, go to Administration > User & Roles > Roles.
- To search for a role, enter text into the search box at the top right of the grid, and click the Search icon or Enter. To re-display all roles, delete the entire entry in the box by clicking the X.
- To filter the grid, hover over the column header until you see the Filter icon appear. Click to display the following dialog to set filtering parameters:
  - Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
  - True/False Columns: Select either the Is True or Is False radio button.
  - Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  - Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
- Select the checkbox under each of the columns below next to grant permissions to specific roles:
  - Build: All users in this role can build documents using the selected document type.
  - Edit: All users in this role can edit content in the selected document type.
  - Architect: All users in this role can design the subsection and components for the selected document type.
- To grant multiple role-level permissions at once: Click the More Options menu at the top of the page, and select any of the following: Enable Build for All, Disable Build for All, Enable Edit for All, Disable Edit for All, Enable Architect for All, Disable Architect for All.
On the Users tab: You can assign permissions for this document type to individual users. You cannot add, edit, or delete a user on this panel. To perform these functions, go to Administration > User & Roles > Users.
- To search for a user, enter text into the search box at the top right of the grid, and click the Search icon or Enter. To re-display all users, delete the entire entry in the box by clicking the X.
- To filter the grid, hover over the column header until you see the Filter icon appear. Click to display the following dialog to set filtering parameters:
  - Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
  - True/False Columns: Select either the Is True or Is False radio button.
  - Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  - Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
- You can show, hide, and order columns to display on the grid:
  - Click the Customize Columns icon in the top right corner of the grid to display the Columns dialog. The "Manage Columns" dialog will appear.
  - To filter the column list, enter text into the Available Columns search box.
  - Select your desired column(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records. Select the Select All option from the More Options menu to enable all the columns and use the Left and Right icons to move the columns between the Available and Selected columns to determine which columns will be displayed on the grid.
  - To determine grid order: drag and drop any Selected Columns, select specific column checkboxes and use the Move to Top or Move to Bottom options from the More Options menu, or select specific column checkboxes and use the Up and Down icons to order the columns.
  - Click Restore Default to return to the default settings.
  - Click Save to save the changes and close the dialog box or Cancel to close without saving changes.
- At the bottom of the grid, use the page scrolling controls (First page, Previous page, Next page, Last page) to move between pages of records in the grid. Use the "Rows per page" dropdown menu to select the number of rows that you want to display on the grid.
- Select the checkbox under each of the columns below next to grant permissions to specific users:
  - Build: These users can build documents using the selected document type.
  - Edit: These users can edit content in the selected document type.
  - Architect: These users can design the subsection and components for the selected document type.
- To grant multiple user-level permissions at once: Click the More Options menu at the top of the page, and select any of the following: Enable Build for All, Disable Build for All, Enable Edit for All, Disable Edit for All, Enable Architect for All, Disable Architect for All.
Click Save or Cancel to discard your changes.