Introducing Configuration Schemes

Configuration Schemes are the set of rules used to create References for Portfolio Document and Records.

The Configuration Scheme defines which Reference Structures and which Type-Codes to use in the Reference for different Documents and Records.

To create a Configuration Scheme:

  1. Define your Reference Structures

  2. Define your Type-Code Lists and Typo-Code Maps

  3. Assign these to a Configuration Scheme.

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