Document content types (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Organization administration > Setup > Document management > Document content types.

Use this form to create document content types that describe the contents of unattached documents. For example, invoices, expense reports, or purchase orders. Workflow uses document content types to route documents to the correct user or work-item queue for processing.

Tasks that use this form

Create a document content type

Create a reference to an unattached document

Examples

Contoso frequently receives paper invoices from vendors. Paper invoices are scanned and stored in the Document Management System (DMS). Through the document handling web service, Contoso imports the scanned invoices as unattached documents and assigns them a content type of Invoice. Workflow sends the imported documents to a document handling work item queue. Workers who are assigned to the work item queue create corresponding invoices in the system and provide a location for the documents.

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Name

Enter a name that describes type of content that the document contains. The user can select the content type when the user creates the transaction in Microsoft Dynamics AX or when the document is created through the document handling web service. If the document is created through the document handling web service, the content type is set when the unattached document is imported.

You can create the content types that your business requires. By default, Microsoft Dynamics AX includes the following content types:

  • Invoice

  • Expense report

  • Resume

  • Purchase order

  • Vendor add

  • Sales order

  • Bank statements

  • Other

Note

When a user attaches a document to a transaction, the name of the content type is displayed in the New document file form. However, the description is not displayed. Therefore, the name of the content type should be meaningful to users.

See also

Create a reference to an unattached document

Unattached documents (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).