In order to classify documents using a File Type, the following requirements need to be met:

  • The file has to be located in a workspace which is part of the File Type application scope.
  • The user has to be on the list of users allowed to use the File Type.
  • The user has to have "Edit" permission on the file.

Classify a document

    1 - To apply a File Type on a document, start by clicking on the properties badgeto open the Powertools properties popup.

    2 - In the "File Type" section, click on the "EDIT" button.

    3 - In the dropdown list, select the File Type to apply.

    4 - Provide a value for the appropriate metadata.

        5 - Click on "SAVE".

Congratulations, your file is now classified and can be retrieved through its File Type and metadata values using Powertools advanced search!