Running the Register Document Types (EITs) Process

Use this process to create new document types for the Documents of Record functionality.

See: Overview of Document Categories and Types

Run this process from the Submit Requests window.

arrow icon   To run the Register Document Types (EITs) process:

  1. In the Name field, select Register Document Types (EITs).

    The Parameters window appears.

  2. In the Document Type field, enter a unique name for the new document type.

    Note: When the process runs, the application creates an internal name for the document type. The internal name is the same as the document type name and does not change, even if you subsequently change the document type name, for example, for translation. The internal name is used as the flexfield context.

  3. In the Multiple Rows field, specify whether multiple occurrences of the same document type can exist. For example, for a birth certificate, the value would be No.

  4. Select the country to which the document is applicable. You can leave the Country Code field blank to create a globally applicable document, for example, a passport document.

  5. Enter the Category Code (mandatory) and Sub Category Code (optional).

    See: Overview of Document Categories and Types

  6. Specify whether authorization is required for the new document type.

  7. Click Submit.