Define Document Classes

Explanation

This activity is used to register document classes that can be synchronized to the mobile users.

Prerequisites

• Document Classes must be created within Document Basic Data.

System Effects

• Document Classes registered here will allow Documents created against these Document Classes to be synchronized with the mobile client.

Window

Mobile Basic Data

Related Window Descriptions

Mobile Basic Data 
Mobile Basic Data/Document Classes

Procedure

To register a new Mobile Document Class

1. Open the Mobile Basic Data window.
2. Click the Document Classes tab.
3. All Data is selected by default. Click Refresh.
4. Select check box Mobile Document Class in order to register as a document class to use in mobile work orders.
5. Optionally check the Push To Mobile indicator field.
6. Optionally check the New In Mobile indicator field.
7. Optionally check the Mobile Default indicator field.
8. Optionally check the Released Documents Only indicator field.
9. Save the record (F5).

To view the Document Classes already registered:

1. Open the Mobile Basic Data window.
2. Click the Document Classes tab.
3. All Data is selected by default. Select Mobile Data Only and Click Refresh.