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Create a document content type

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Document content types are used to describe the contents of unattached documents. For example purchase orders, invoices, or expense reports. The content types that you create are available in the Unattached documents form and the New document file form. When an unattached document is created, one of these content types is assigned to it. Workflow uses the content type to route the document to the appropriate user or work-item queue.

Create a document content type

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

  2. In the Document content types form, enter a name for the content type.

  3. Enter a description for the content type. This description is visible only in the Document content types form.

See also

Unattached documents (form)

Document content types (form)

Set up Organization administration workflows

Create a reference to an unattached document