Checklist: creating a document class

 

Step

Reference

PLANNING

Carry out planning activities.

Checklist: getting read to create a document class

CONFIGURING

(If necessary) Create the file storage area that this new document class will point to. The Create a Class wizard allows you to assign it as the new document class' default file storage area.

Run the Create a File Storage Area wizard.

(If necessary) Create the necessary Property Templates indicated by planning. The Create a Class wizard will let you assign them to the class.

Run the Create a Property Template Wizard. (Note: this wizard is launchable from within the Create a Class wizard.)

(If necessary) Create the choice list required by the property template.

Run the Create a Choice List wizard. (Note: if your new property's data type is Integer or String, this wizard is launchable from within the Create a Class wizard.)

Run the Create a Class wizard.

Create document classes

Open the new class' property sheet to confirm, change, or set its properties and security access.