What is the Basic Document Type and how should it be used?

The Basic Document Type is the initial document type that comes with the software. It is used by SOLABS for initial configuration and testing of your environments.  When creating new documents, Basic Document will selected by default as the document type if you do not create any other Document Types to choose from.

When should I use the Basic Document Type?

Since our clients can create Document Types specific for the different types of documents they use at their facilities, you should never have to use the Basic Document Type.  Creating your own Document Types allows you to establish default settings for your various documents for such things as control numbering schemes, periodic review requirements, metadata fields and more.

What happens if someone from my team chooses Basic Document by mistake when creating a document?

This can be solved very easily. It is possible to change the Document Type selection while the document is at the "Authoring" status. This way, you do not have to delete the document and start from scratch if the incorrect Document Type is selected.

In order to change the document type, you have to first view the document metadata page.

Then, under Document Actions, select the Modify option.

From there, you are able to select another available Document Type from the drop down menu.