Checklist: creating a document class

Planning

Step

Reference

Carry out planning activities. Checklist: getting read to create a document class

Configuring

Step

Reference

(If necessary) Create the file storage area that this document class will point to. The Create a Class wizard allows you to assign it as the default file storage area for the document class. Run the Create a File Storage Area wizard.
(If necessary) Create the necessary property templates indicated by planning. The Create a Class wizard lets you assign them to the class. Run the Create a Property Template wizard. (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. (If the data type of the new property is Integer or String, you can start this wizard from within the Create a Class wizard.)
Run the Create a Class wizard. Create document classes
Open the property sheet of the new class to confirm, change, or set its properties and security access.