How can I create a document type?

In order to create document types in FormsBoard, you must be a domain owner or a domain admin.
  1. Login to using your credentials.
  2. Click on My Domains, found on the top navigation menu.
  3. You will see a list of the domains you administer. Select the domain you wish to add document types to and click Manage Domain under the Actions column.
  4. Click ManageDocument Types.
  5. Click on the Create New Document Type link located under the page title.
  6. Fill out all the fields in the Create Document Type page:
    1. InfoPath Form Template (XSN File) – this template is stored in FormsBoard's database and used with the Document Linking and Loading mechanism. Much like publishing to SharePoint, the template for the document type must be uploaded again for changes to be reflected. The form template is required. To use your own form template, click Browse and select an XSN file from your local machine or in your network.
    2. Document Type Name – this will be the name used in the backend system. It must be unique among document types in this domain, contain only letters and numbers, and be 50 characters or less. The Document Type Name is required.
    3. Friendly Name – this name appears throughout FormsBoard and can contain any characters, but must be 50 characters or less. The Friendly Name is not required. However, if no value is entered for this field, FormsBoard will automatically use the Document Type Name as the Friendly Name.
    4. Description – enter a short description of the purpose of this document type. The description is limited to a maximum of 300 characters and it is optional.
    5. Document Type Icon – click Browse and select an icon that will represent the document type. The maximum image size is 120 pixels x 120 pixels and can be in JPEG, GIF, BMP and PNG formats. The Document Type Icon is not required. If no icon is specified, FormsBoard will use the default InfoPath (XSN) icon commonly used for Document Types.
    6. Enable History – if checked, past versions of the documents in this document type will be displayed in the FormsViewer taskpane. This helps keep all the changes made to this Document Type.
  7. Click Save.
You will get a confirmation message stating that the document type has been saved. You can further manage its settings by clicking Edit Permissions or Edit Taxonomy.