This guide covers the following:

Change Document Type Settings

In this guide, we show you how you can change the different document types and document designs as an administrator.

Start by navigating to Document types

In the blue menu click on  System > Settings. 

 You will find Document Types under the Documents section.

Add a new Document type

​​​​​​​Click Add and you will be taken to the view where you set up the default properties of the Document type.

 Give the Document Type a name and click on Add once again. 

Setup the Document type

  1. Set the name of the Document type.
  2. Toggle if the Document type shall be active (possible to use).
  3. Set whether the document type should be default.
  4. Set the frequency according to which readers will receive reminders that a new revision of a document with this document type has been published.
  5. Toggle if the document Check should display warnings if there is an even number of pages in the document.
  6. Toggle if the document Check should display warnings if there is an even number of pages in the chapter.
  7. Toggle if the document Check should display warnings if a chapter starts on an even page.
  8. Toggle if readers should be able to print pages from a document.
  9. Toggle if readers should be able to print pages without watermarks from a document.
  10. Toggle if the name of the document should be set using a predetermined format.
  11. Setup a predetermined document name format. There are two available dynamic tags, {date} gets replaced with the current date, {number:x} gets replaced with an incremental number and the x is a number used for setting how many integers the number should consist of. {number:3} turns into 001.
  12. Sets the current value used for the {number:x} format. This value can be changed at any time.
  13. Toggle if the name of the document revision should be set using a predetermined format.
  14. Setup a predetermined document revision name format. There are two available dynamic tags, {date} gets replaced with the current date, {number:x} gets replaced with an incremental number and the x is a number used for setting how many integers the number should consist of. {number:3} turns into 001.
  15. Set the default Layout.
  16. Set the default Skin.
  17. Set the default Structure.
  18. Set the default page numbering format.
  19. Toggle if the document shall display changes between revisions.
  20. Set the heading numbering format.
  21. Set if the document shall be a One Page Document or not.
  22. Set if the document shall be able to handle two languages. If set to Yes two language fields will appear. 
  23. Set the Workflow.
  24. If set to Yes gives you the possibility to manage the Roles for each workflow step (delete and add roles).
  25. If set to Yes you can set specific security for the Workflow.

Note: You cannot change settings related to page numbering format, heading numbering, track changes, and workflow once you have created the Document type since they will directly affect any document using the type.

Update an existing Document type

From the admin interface go to System > Settings > ​​​​Document Types.

Click on the name of the Document type you want to update.. Updating a Document type will directly affect any document connected to it, because of this setting related to page numbering format, heading numbering, track changes and workflow cannot be changed once you have created the Document type.

How to assign a Document Type to a new document

Navigate to new document view

  1. Go to the admin interface and navigate to Documents -> Manage Documents.
  2. Click on Add document > Web Document.
     

Add new document

  1. Select the desired Document type from the drop down menu saying Document type.
  2. Fill out the name of the document and give the document a short code if desired.
  3. Click Save.
     

Note: Document types are not exclusive to Web documents. They need to be assigned also to  File documents and External documents.

How to edit the Document Type of an existing document

Navigate to General Settings

  1. Open the document of which you want to change the Document type.
  2. Click on the cogwheel icon that you find in the upper-left corner of this view > click on General Settings

Change the document type

  1. Click on the dropdown menu under Document Type
  2. Select the new Document Type that you want to assign to the document. 
  3. Click Save.

Note: Changing the Document Type will cause all unpublished pages to be put in Draft and will reset the access that editors and reviewers have to the steps of the Workflow. 

Helpful Webinars

How to progress efficiently with Web Manuals

This will be great training for new Websters who need additional assistance and old who would like a refresher! !

How to work with Smart Modules

In this webinar, Ashley is going through all of our Smart Modules, including Table of Contents (ToC), Front Page, List of Effective Pages (LEP), Change Log, Record, Revision Summary and more!

All Guides & Tutorials

Schedule a Demo

 A demo typically consists of a run-through of our document management and editing system, as well as our EFB application. You will be contacted by a product specialist.

By clicking “Submit Form” I agree to the Web Manuals Privacy Policy. I also agree to be contacted by Web Manuals and I understand that I may opt out at any time.

This website uses cookies to ensure that you get the best experience on our website. By using this site, you accept our terms. Read more here.

We Thank You for submitting!

One of our product specialists will contact you as soon as possible.

If you have any questions, please contact us at info@webmanuals.aero or ask us a question on our LinkedIn