DocFort User Guide

How to Create and Manage Content Type and Its Value

Custom Meta-data tags can be attached to documents for easy access and meticulous arrangement. Such custom meta-data tags are known as Content-Type on our document solution. Each Content-Type comes with a required Value that is also generated upon creation of the various custom meta-data tags.

To create new content types, navigate to the “Settings icon” at the top right of the Landing page. See the image below for reference.

Once clicked a drop-down menu housing a few options would be displayed.

Once selected, the Advance Settings menu would then be displayed.

Proceed to Click on the “All Content Types” key, there you can create and manage any content type.

How to Preview Documents:

Previewing documents can be done in two ways:

See the image above for reference.

Click on the ellipses (…) of the document that needs to be previewed to reveal the action menu.

Select the “Preview” button to preview the documents.