Document Hierarchy View

 

When you access the Routing and Identity Management Document Type Hierarchy screen, the system initially displays the document hierarchy itself. Document types are indented under their parent document types.

 

To display the Document Type Inquiry for a document, click the document type name.

 

Users with permissions to edit Document Types will see the Edit Document Type link next to each document. Clicking this link will open a Document Type maintenance document .

 

If a given document type does workflow routing, then the system displays the route nodes associated with this type directly below the name of the document. Route nodes are listed in the order in which this document passes through them. Document types with branching routing logic may have further indentation displaying route nodes that a document may only pass through under certain conditions.

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Document Configuration View