Manage Document Pool Attributes
You can assign one or more system or user-defined record types to a document pool. This allows users to link documents to records when they publish a document to a document pool.
To manage document pool attributes:
- In the Admin Zone, click Additional Administration.
- On the Admin Console window, click the Security Console tab.
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From the
Type list, select one of the following options:
- Document - Pool Requirements to assign a system entity field.
- Document - Pool UDF Requirements to assign a user-defined field.
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Do the following:
- Enter 1 in a cell to assign an entity record type to a document pool as an optional field. This allows users to choose if they want to select a record when they publish a document.
- Enter 2 in a cell to assign an entity record type to a document pool as a mandatory field. This requires users to select a record when they publish a document.
- Clear a cell to remove a record type from a document pool.
- Click Save Changes.