NOTE:

To perform operations on this page, the user must be a member of the NRTADMIN group, or be assigned to a role with Tier 2 access to Control Center. For more information about the specific operations allowed, see Understanding tiers.

Classes and subclasses are document classes that are custom-defined categories for identifying and differentiating the documents in your library. The document classes that you create depend on your company and your library requirements. Document classes can be categorized by genre, department, region, and so on.

Classes/Subclasses determine:

The document’s default security status.
Whether a copy of the document can be echoed to a user’s local hard drive.
Whether to encrypt the document.
The custom fields of profile information that are required for the document.
The day limit for the document to be marked for archiving.

Classes/Subclasses allow you to:

Search for the required class using the Search field.
Filter classes Echo, HIPAA Compliant, Default Security, and Required Subclass.
Create a class using Create class.
Edit a class or subclass using Edit.
View the details of a class using View.
Create a subclass using Create Subclass.
Filter subclasses using Echo and HIPAA Compliant.
Delete single or multiple classes or subclasses using Delete.
View generic table options in the User interface overview section.

Searching for classes or subclasses

Use this feature to search by Alias and Description. It's available on the ribbon bar.

Figure: Search field

Filtering classes/subclasses

Option	Sub-option	Description
Echo	Yes No	Choose Yes to list the classes that have the value set to Yes, and the other way around.
HIPAA Compliant	Yes No	Choose Yes to list the classes that have the HIPAA compliant value set to Yes, and the other way around.
Default Security	Private Public View	Choose Private to list the classes that are set to Private. Choose Public to list classes that are set to Public. Choose View to list the classes that are set only to View.
Required Subclass	Yes No	If you choose Yes, lists the classes that have the value set to Yes, and the other way around.

Creating a class

When you are on the Classes / Subclasses page, see list of document classes defined for a library.

To create a class:

Select +Create Class. The Create Class dialog box appears that lists metadata values for the class. See the following table for details.
Select Create.

Figure: Create Class dialog box

Table: Class field descriptions

Field	Description
Alias* (Mandatory)	Specifies an alias, or name, for a class. Provide a meaningful and relevant alias for a class, which helps you identify the purpose of creating it. For example, Memo, Email, Legal policy document, Lease Agreement, Employee data, and so on. This helps you organize and group relevant documents of the same class. Therefore, helping you to manage documents effectively across projects in your organization.
Class Description	Specifies a description for the class. This should explain what the class is meant for. For example, if you provide the Alias of the class as Employee data, you'd enter its description as "This class is associated with details that pertain to our employees".
Retain Days	This specifies the number of days a document or email must remain inactive before being marked as expired. A document or email is considered inactive if there hasn't been any activity (such as being viewed, opened, or printed) with it. An expired document or email can be later archived (moved to another location and made read-only). Default value: 365 days
Security	Specifies the default security setting for documents of this class. The following options are available from the Security list: Public: All users can view and edit the document or email unless explicitly excluded. This is the default. Private: Only the user who created the document or email (also called the author), and other users or groups to whom access is explicitly granted can access it. View: All users can view the document or email ‌unless explicitly granted otherwise.
Echo	NOTE: This setting applies only for the iManage Work classic clients DeskSite and FileSite. Document echoing is the capability to leave a copy of the document on the user's local device after checking it back after editing. Yes: This setting is the default. Document echoing is enabled. The copy of the document is kept on the local device after it is checked back in. No: Document echoing is disabled. The copy of the document is deleted from the local device after it is checked back in.
HIPAA Compliant	Specifies to encrypt the document. This encryption is compliant with HIPAA and other American statutes protecting sensitive data in the case of accidental or wrongful disclosure. If set to Yes, the document will be encrypted. If set to No, the document won't be encrypted. However, see below for additional information. This is the default value. A document or email will be encrypted if at least one of the following methods is enabled. The iManage Work environment has data-at-rest encryption enabled. The class sets HIPAA-compliant encryption to Yes. A custom field (such as custom1 or custom3) specifies encryption. For additional details, refer to Custom Fields. The file type specifies document encryption. Therefore, it's possible that even if this value is set to No, the document or email may still be encrypted from other sources. An item marked for encryption from more than one source has no additional effect. For more information, refer to the Encryption of Sensitive Content in iManage Work Server Administration Guide.

Subclass Required	Specifies whether to require a subclass entry for this class. If set to Yes, a subclass is required for this class. If set to No, a subclass isn't required for this class. This is the default value.
Required fields	Specifies adding custom property fields to the class or subclass. Select the custom property fields to add to the class or subclass. This is optional, and any number may be selected. This applies to both classes and subclasses. Fields marked as required for either class or subclass will display in the document or email property pane.

Creating a subclass

Document classes can also be divided into subclasses. You must enter subclass information in a document profile for particular document classes if the Require Subclass check box is selected while creating a class. If a subclass is specified for a document, the security and other parameters for the subclass override any settings created for the class.

Select a class for which you want to create a subclass. By default, the PROFILE page appears displaying the details of the class (you can edit the details by selecting Edit).
Select the Subclasses tab next to the DETAILS tab and then select +Create Subclass.
Enter the subclass information (refer to the table Class field descriptions), and select Create. A new subclass is created for the class.

Editing a class or subclass

This option is available on the:

Ribbon bar: Select a class or subclass to see this option on the ribbon bar.
Kebab menu: Select the icon next to each class or subclass to see this option.
Context menu: Right-click a class or subclass to see this option.

The following steps are explained using one of the preceding options:

Right-click a class or subclass and select Edit. The Edit <Classes or Subclasses> dialog box appears.
Edit the required metadata fields (except Alias; not editable). For information about the field description, refer to the Class field descriptions table.
Select Save.

Deleting classes or subclasses

Single Class/Subclass

This option is available on the:

Ribbon bar: Select a class or subclass to see this option on the ribbon bar.
Kebab menu: Select the icon next to each class or subclass to see this option.
Context menu: Right-click a class or subclass to see this option.

Use one of the preceding options to delete the class or subclass. The Delete confirmation box appears. Confirm the action to Delete or Cancel.

CAUTION:

Don't delete the DOC class. It's required internally for system settings.

In general, don't delete any of the following predefined classes as existing or future product features may be reliant on these classes:

COMPARE
DISCUSSION
DOC
E-MAIL
EVENT
LETTER
MEMO
PAGE_ICON
TASK
WEBDOC

As an alternative, you can modify the caption for any class to discourage users from using it.

Multiple Classes/Subclasses

This option is available on the ribbon bar. Select classes or subclasses and select Delete. The Delete confirmation box appears. Confirm the action to Delete or Cancel.

NOTE:

If an error occurs, review the message displayed. You can view or download the messages using the Download as CSV option.

Viewing class or subclass details

This option is available on the:

Ribbon bar: Select a class or subclass to see this option on the ribbon bar.
Kebab menu: Select the icon next to each class or subclass to see this option.
Context menu: Right-click a class or subclass to see this option.
Class/subclass: In the Alias column) as a clickable link.

Use one of the preceding options and select View.