Setting Up Document Categories
Date: 03.09.2025 • Reading Time: ~3 minutes
Document Categories are a central element in Smart Processing and form the basis for creating Process Templates. They define which tables and pages are used in a process, thereby determining the flow of processing. Each Document Category is linked to a Document Header Table, an optional Document Line Table, and a Document Page. These elements will later be used directly in the respective Process Templates.
How It Works
A Document Category controls which tables an individual process is executed on. This configuration allows Process Templates to access the correct structure.
Creating a Document Category
Follow these steps to set up a new Document Category:
- Start in the Smart Processing Setup area.
- Under Setups, select the action Document Categories.
- Click on Create to create a new Document Category.
- Follow the instructions of the Setup Wizard, which will guide you step by step through the process.
Fields of a Document Category
The table shows the most important fields with their meanings and whether they are mandatory:
| Field | Description | Mandatory Field |
|---|---|---|
| Category Code | Unique code for the Document Category. | ✔ |
| Category Description | Description of the Document Category. | – |
| Document Header Table No. | Table number of the header table used in processing. | ✔ |
| Document Line Table No. | Table number of the line table, optional for processes with line processing. | – |
| Document Page No. | Page ID that is opened in the process to display the created or edited document. | ✔ |
Note
- Mandatory fields are marked with a ✔ in the table.
- If your process does not require lines, leave the Document Line Table No. field empty.