Best Practices for Document Types

Hi Marc

are you talking about existing PDMLink document types or those 70 are outside PDMLink and you want to put them in PDMLink ?

If the later, then you are right to do a gap analysis and understand the technology.

The way we have decided on creating document types (document subtype) is the following

Do we need particular parameters ?

Do we need to control in a same location the permissions differently than other documents ?

Those were the 2 criteria that guided us to create our document subtype.

I will not say it is a best practice but it has worked for us, where we only have per document type the required parameters (so you do not have unwanted parameters for a particular document you want to create) and creating the permissions was very easy as we can propagate them top to bottom at the org level.

Hope this helps

Best regards