About Document Types

A document type is a generic class of documents that have the same physical layout and function. Document types are given names and are assigned to document groups by a system administrator. For example, a document type called Weekly Sales might belong to a document group called SalDS Reports.

When adding a document type to the system, an administrator assigns index fields (also called keyword types) to the document type. When you configure a search, you can specify index values (also called keyword values) for these index fields. The index values you specify are the search terms used to retrieve any matching documents from the report warehouse.

Your system administrator decides, which document types are available to you. When you configure a simple, advanced search or report search, the document types available to you are listed in the Document Types list.

NOTE: The selected document group determines which document type(s) are displayed.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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