M-Files is a 2025 Gartner Peer Insights Customers' Choice for Document Management
➑️Download the report!

Options
  • State Not Answered
  • Locked Locked
  • Replies 4 replies
  • Subscribers 15 subscribers
  • Views 657 views
  • Users 0 members are here
Related
This discussion has been locked.
You can no longer post new replies to this discussion. If you have a question you can start a new discussion

Duplicate Document Types in different Document Category

AnthonyS

Hi Everyone,

Quick question someone asked me.

We have Document Category which depending on what is selected with show the types assigned to that category, which is the norm.

Some one has asked me if they could have their own Document Category, which is not an issue, but the Document Types they would like are available in other Categories.

So For example Doc Type  Meeting Notes, is available under Doc Cat General Documents (this is an example)

They would also like Meeting Notes to be under their Doc Cat. 

I know you can created duplicate Doc Types with a different Doc Cat.  I just wanted to ask what would be the best way of doing this to avoid any complications.

Any recommendations.

thanks

Anthony

Parents
  • 0

    What do you mean by "Document Category"? I would suggest to use Class Groups for this and you can add a Document Class to different Class Groups without duplicating it..

  • 0 in reply to π•€π•¨π•–π•šπ•€π•–

    Thanks for the reply Sweise, not sure what you mean though.

    So we have Document Category which when selected will show only the document types associated with that Category.

    So in the example below the Financial / Accounting category will reveal only document types associated to it.  If someone clicked on the Doc Cat HR, the list for doc types would be different.

    So in the example below if you wanted to use the Doc Type Supplier Invoice the Doc Cat would automatically be set to Financial / Accounting.  The way we have it set up is there is only One version of a Doc Type.  Supplier Invoice would not be available under any other Doc Category.

      

    Someone asked me if they could have their own list of Doc Type which would be made up from different Categories.  Maybe a few from Financial, some from legal, some from HR.

    Does that make sense ?

Reply
  • 0 in reply to π•€π•¨π•–π•šπ•€π•–

    Thanks for the reply Sweise, not sure what you mean though.

    So we have Document Category which when selected will show only the document types associated with that Category.

    So in the example below the Financial / Accounting category will reveal only document types associated to it.  If someone clicked on the Doc Cat HR, the list for doc types would be different.

    So in the example below if you wanted to use the Doc Type Supplier Invoice the Doc Cat would automatically be set to Financial / Accounting.  The way we have it set up is there is only One version of a Doc Type.  Supplier Invoice would not be available under any other Doc Category.

      

    Someone asked me if they could have their own list of Doc Type which would be made up from different Categories.  Maybe a few from Financial, some from legal, some from HR.

    Does that make sense ?

Children
M-Files
M-Files Support


Β© 2025 M-Files, All Rights Reserved.