Creating Doctypes in DMS+

Organizing documents efficiently starts with defining the right Doctypes. In DMS+, Doctypes help categorize documents, ensuring faster retrieval and structured data management. Whether you're setting up a new Doctype or modifying an existing one, the process is intuitive and seamless. Follow this guide to create Doctypes effortlessly and enhance your document management workflow. 

Step 1: Define the Doctype Name 

• Navigate to the Doctype section in DMS+. 
• Click on Create New Doctype.
• Enter a Document Type Name (e.g., PAN Card, Passport, Purchase Invoice). 
• If applicable, assign a Master Name to establish document relationships. 
• Set a Classification Level to define document security. 
• Click Next to proceed. 

Step 2: Define Storage Location

• Choose where the documents of this Doctype should be stored. 
• You can either: 
• Select an existing folder, or 
• Create a new storage folder. 
• Use the folder hierarchy to structure document storage logically. 
• Click Next to move forward.

Step 3: Define Doctype Properties

• Configure data fields required for the Doctype. Common fields include: 
• Email (set as a primary key if required). 
• Number Input for IDs or reference numbers. 
• Phone Number for contact details. 
• Multi-line Input for descriptions or additional details. 
• Drag and drop elements like Dropdowns, Checkboxes, or Text Inputs as needed. 
• Adjust the arrangement and mark essential fields as mandatory.

Final Step: Save and Publish 

• Click Preview to review the Doctype structure. 
• If everything looks correct, click Update Doctype to finalize. 
• Your Doctype is now ready for document classification and retrieval.

Why Use Doctypes in DMS+?

• Faster Document Retrieval – Categorized documents reduce search time. 
• Improved Compliance – Structured storage ensures secure data handling. 
• Flexible Customization – Tailor fields to match your organizational needs. 

With Doctypes in DMS+, managing documents is smarter, faster, and more efficient. Start structuring your data today!