Although Oracle provides several document categories, subcategories, and types for use with the Documents of Record functionality, you may need to create new objects to match your specific business requirements. Use the following process to create these objects.

1. To create a new document category, use the Application Utilities Lookups window and the DOCUMENT_CATEGORY lookup type. Enter the name of the new document category in the lookup code region, for example, Professional Information.

   See: Adding Lookup Types and Values

2. To create a new document subcategory, use the User Types and Statuses window:

   1. Query the DOCUMENT_CATEGORY lookup in the Name field.

   2. Enter the document category, for example, Professional Information, in the System Type column.

   3. Enter the required subcategories in the Code column, for example, Diploma, Certificate, Award.

   See: Creating User Types and Statuses

3. To create new document types, run the Register Document Types (EITs) process.

   See: Running the Register Document Types Process

4. When you have created your document types, you must associate them with a responsibility in the Information Types Security window (in the same way as you associate Extra Information Types with a responsibility).

   See: Setting Up Extra Information Types for a Responsibility

   For more information on document categories and types, see: Overview of Document Categories and Types