Creation of the Content Types

Content types are used to define a document that is stored in the Repository. Metadata has to be assigned to the content types as a attribute.

Create and publish content type

The following steps need to be completed to create and publish a content type.

1. Navigate through the DMS by Simova - Administrator role center.
2. Click on the cue All in the Content Types section.
3. Execute the action New in the ribbon bar.
4. Specify the name of the content type by entering a meaningful name in the Name field.
5. Execute the action Insert All Metadata in the ribbon bar to add all metadata to content type.
6. Execute the action Publish to Repository in the ribbon bar.
7. The content type and the assigned metadata is transferred to the repository.
8. The content type and the assigned metadata is marked as Published when it has been transferred successfully.

Reset publish state

The following steps need to be completed to reset the publish state for a content type and the assigned metadata.

1. Navigate through the DMS by Simova - Administrator role center.
2. Click on the cue All in the Content Types section.
3. Mark the content type that should be resetet.
4. Execute the action Reset Status in the ribbon bar.
5. The Published checkbox will be resetet for the content type and the assigned metadata.

Info

The content type and the metadata in the repository is not deleted when the status is reset.

Rename content type

The following steps need to be completed to rename a content type.

1. Navigate through the DMS by Simova - Administrator role center.
2. Click on the cue All in the Content Types section.
3. Execute the action Rename Content Type in the ribbon bar.
4. Enter the new name for the content type.
5. The DMS Rename Content type job queue will rename the content type.

Warning

A content type cannot be renamed if it has already been used and documents or files have been stored with it in the repository.

Delete content type

The following steps need to be completed to delete a content type.

1. Navigate through the DMS by Simova - Administrator role center.
2. Click on the cue All in the Content Types section.
3. Mark the content type that should be resetet.
4. Execute the action Delete Content Type in the ribbon bar.
5. The content type is deleted from the repository.

Warning

A content type cannot be deleted if it has already been used and documents or files have been stored with it in the repository.

Update content type from repository

The following steps need to be completed to sync the existing content types from repository.

1. Navigate through the DMS by Simova - Administrator role center.
2. Click on the cue All in the Content Type section.
3. Execute the action Update Repository in the ribbon bar.
4. The content type is automatically loaded from the repository and added to the content type list.

Warning

Only content types added to a category DMS in the SharePoint columns will be loaded.