Tablion Data Portal help documentation
  • Tablion Data Portal
  • User Accounts
    • How to sign up in Tablion
    • Editing profile details
    • User Dashboards
    • How to set up Multi Factor Authentication?
  • Administrator Tools
    • Users
      • How to Add Additional User Profile Fields to Request Data
      • Blocking user accounts
      • Changing user roles
    • Data Teams
      • Creating and editing data teams
      • Deactivating and reactivating data teams
      • Assigning data teams to data requests and allocating tasks
    • Datasets
      • How to Create a New Dataset in Tablion
      • How to Extract Datasets from the Aristotle Metadata Registry into Tablion
      • How to Manage Datasets in Tablion
        • Application Requirements
          • Data Request Approval Notifications
    • Document Types
      • Creating or editing a document type
      • Attaching a document type to a dataset
    • How to digitise an undertaking or legal agreement around data use
    • Creating and editing custom pages
    • Creating and editing custom content
    • Versions
      • Dataset Versions
      • Data Passport type Versions
      • User Versions
      • Dataset Paradata Versions
    • Creating and managing custom email notification templates
  • Data Requests
    • Creating and submitting a data request
      • Data Request Checklist
    • Searching for data requests
    • Approving a data request and onboarding its team
  • Data Passports
    • Creating and managing data passports
    • Applying for a data passport
    • Approving or denying a data passport application
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  1. Administrator Tools
  2. Document Types

Creating or editing a document type

PreviousDocument TypesNextAttaching a document type to a dataset

Last updated 9 days ago

Document types can only be created by Administrators.

Administrators can create document types in order to represent a specific category or classification of documents that users can select and submit when making a data request.

How to create a document type

  1. Select 'Admin tools' from your username dropdown.

  1. Select 'Document types'.

  1. If you wish to create a new document type, select 'Create'. If you wish to edit an existing document type, select 'Manage'.

  1. Populate the 'Name' and 'Definition' fields as desired.

  1. Select the circumstance(s) under which this document should be used via the 'Permitted usage' dropdown.

  1. Select from the following document storage policies using the relevant dropdown:

  • Retain: The document will be retained in Tablion

  • Email Pass Through: The document will be emailed to the notification address of the relevant data request or data passport that the document is uploaded to. The document will not be retained in Tablion

  • Default: Either retains the document in Tablion, or emails it to the notification address of the relevant data request or data passport based on whatever has been configured as the system default by Aristotle.

  1. Select 'Save' once satisfied.