Configure document types

Proceed as follows to add document types and configure them to search for archived documents in the Infront Advisory Solution:

1. In the open server configuration tool, select the CONFIGURATION, CONFIGURE DOCUMENT TYPES command in the main menu.
   The "Configure document types" dialog box appears with the list of available document types.
   

   

2. 

   To add new document types, select the "Add document type" icon. Then enter the desired name for the new document type in the "Add document type" dialog box that appears and confirm your entry with "OK". The new entry then appears in the list.
   

   

   To remove document types from the list, highlight the entry and select the "Remove selected document type" icon.
3. Select the document types to be displayed for customer sessions by activating the corresponding checkboxes in the "Customer session" column. This setting only affects the documents stored in the document archive.
4. Select the document types intended for automatic uploading to the postbox by activating the corresponding checkboxes in the "Postbox upload" column.
   In the "Storage location" column, you also have the option of specifying a path for storing the documents (on the server on which the Portfolio Manager server is also running).
5. Finish the configuration with the "OK" button.
   You can assign the document types configured in this way to the reports directly when archiving or assign or change them in the "Document archive" worksheet of the Infront Portfolio Manager for the listed documents using the EDIT DOCUMENT PROPERTIES command in the context menu.

For direct evaluations in the context of the Infront Advisory Solution, the settings in the templates or workspaces apply. If necessary, read the sections Edit template properties and Configure workspaces.

The setting for automatic uploading to the postbox is also taken into account when archiving documents from the Infront Advisory Solution.