Working with Classes

Documaker Studio uses classes to help manage and classify Documaker documents.

You can apply a class to a Documaker document. You can also remove or change a class that has been applied to a Documaker document, and can create a class.

Tip

In addition to classes, Studio also classifies documents using projects and metadata.

To apply or manage a Documaker document’s class

1. From the Documaker tab, click Properties.
2. Click the Advanced tab.
3. Click the browse button next to Class.
4. In the Classes dialog, to apply a class:

• Double-click a class from the table. The class will be applied and the dialog closes.

-OR-

• Click a class from the table to highlight, then click OK.

-OR-

• Click a class from the table to highlight it, then click a letter on your keyboard to quickly jump to the first class in the table beginning with that letter.

5. You should also assign an Effective Date from the General tab.

You can also:

• Click to create a class: enter a Name and Description; for naming conventions, see The New Class Dialog
• Remove the class from this document: scroll to the top of the table and select [None]

Your selection is highlighted and will be applied to this document.

5. Click OK, then click OK again to save your selection.