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Document Classifications

Documents in QAction are organized by classifications. When adding a document users must select a classification.

Classification determines:

  • Default security
  • Index fields
  • Document types

Classifications are hierarchical (e.g. "Internal/Financial/Annual Reports"). Includes Entity (company) and Person (employee) entries. Specific document types can be assigned within classifications. Application administrators maintain the classification hierarchy.

Key Quote: "In QAction documents are organized by classifications. When a document is added the user must select its classification."