Create document types

Portfolio Service Document Archive" module

When archiving documents, you can select document types to catalog your documents. The document types that can be selected there are usually configured via Server configuration tool. You can also create new document types directly in the Infront Portfolio Manager via a detour:

1. On the "Configuration" tab in the ribbon, select the EDIT PROPERTIES command in the "Template" icon menu.
   

   

2. In the "Edit template properties" dialog box that appears, select one of your private reports and click the "Edit" button.
   In the "Template properties" dialog box that appears, you can not only select a type for the currently selected template in the "Document type" input field, but also add a new document type by entering a (new) name.
   

   

3. Close the "Template properties" dialog box with the "Save" button.
4. Proceed in the same way for other new document types.
5. Finally, close the "Edit template properties" dialog box with the "Close" button.
6. The newly created document types are now available for selection in the "Type" field when archiving documents and when editing the properties of documents.