› Export to Enterprise Content Management systems › Configure the sample export process › Create CMIS document type

Create CMIS document type

To export the Kofax AP Agility document to a CMIS repository, define the target document type for the repository.

CMIS repositories are associated with the SharePoint document library by the SharePoint CMIS service. For the export demonstration purposes, create the invoice document type on the SharePoint server as described later. For more information about document types, see the documentation for your ECM system.

You can create the necessary document type by following these steps.

  1. Log on to the SharePoint site where you are exporting the invoices.
  2. Click the gear icon to open the site settings page.
  3. In Web Designer Galleries, click the Site content types link.

    The link redirects you to the Site Content Types page.

  4. On Site Content Types, click the Create link.

    The New Site Content Type page is displayed.

  5. Specify parameters for a new type and click OK to confirm the settings.

    • Name: Specify the type name, such as Invoice

    • Description: Describe the new type

    • Select parent content type from: Select Document Content Types

    • Parent content type: Select Document

    • Put this site content type into: Set the parameter according to your requirements or leave the default value

  6. On the New Site Content Type page, locate and select the type that you have created.

    The Site Content Type page is displayed.

  7. From the new site column link, click Add to create a new field for the type. Create all necessary fields you want to export. The demonstration process uses the fields as below:
  8. On the Create Column page, specify the name and the type of the new field, such as Invoice Number of the Single line of text type, and click OK to confirm your selection.

    The demonstration process uses the following fields:

    • Invoice Number: Single line of text

    • Invoice Date: Date and Time

    • Document Type: Single line of text

    • Invoice Type: Single line of text

    • Vendor Name: Single line of text

    • Company Code: Single line of text

  9. Return to the Site Settings page and in Site Administration, click the Site libraries and lists link.

    The Site Libraries and Lists page is displayed.

  10. Click the Customize Documents link.

    The Documents > Settings page is displayed.

  11. In the Content Types section, on the existing site content types link, click Add.

    The Add Content Types page is displayed.

  12. From Available Site Content Types, select the document type that you have created.

    You can filter the content of the list may by groups. Use the Add button to move the selected type to the right list and click OK.