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Create a new content type for active documents

Office 2007

Updated: January 24, 2008

Applies To: Office SharePoint Server 2007

 

Topic Last Modified: 2008-02-04

By defining content types and associating them with document libraries, you can help ensure that active documents that will become records have the appropriate metadata and information management policies. By associating a workflow with a content type, you can ensure that a process is in place to move a document to a Records Center site when it is no longer active.

ImportantImportant:
Membership in the Owners for the active documents site is the minimum required to complete this procedure.

Use this procedure to create a new content type for active documents.

Create a new content type
  1. Click Site Actions, and then click Site Settings.

  2. In the Galleries section, click Site content types.

  3. On the Site Content Type Gallery page, click Create.

  4. On the New Site Content Type page, in the Name and Description sections, type a name and, optionally, a description for the new site content type.

  5. In the Select parent content type from list, select the group on which you want to base this new content type.

  6. In the Parent Content Type list, select the parent content type that you want to base your content type on.

  7. In the Group section, choose whether to put this new site content type in an existing group or a new group.

  8. Click OK.

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