Edit a Document Type

Edit a document type to modify its name or its template schema, which is common for all the variants of the document type. Edit a variant of the document type to modify the document schema, type mapping, or simulator template of that specific variant.

1. Click Menu () and then click Configurations.
2. Click Document Types ().
3. Under Configurations : Document Types dashboard, select the document that you want to edit from the list of documents in the left pane.
4. On the right hand pane, next to the name of document, click Edit ().
5. Make the necessary changes in the Name, Document Type Color.
6. If required, modify the Metadata Schema, which is common across all the variants of the document type.
7. Click Save and wait until the Save successful message is displayed.
8. Click Close to return to the Configurations : Document Types dashboard.
9. To modify a variant of this document type, select the variant name and click Edit () adjacent to the variant name.
10. Modify the document structure definition under Document Schema, Metadata Template, Simulator Template, or Presentation Template tabs.
11. Click Save and wait until the Save successful message is displayed.
12. Click Cancel to return to the Configurations : Document Types dashboard.