Configure Document types and workflow
Sometimes it can be useful classify Polarion LiveDoc documents (Documents) by type. For example, you might want to have different Document types for different types of specifications. Also, there can be a need to have workflow control over entire Documents in order to establish traceability for some process related to Documents. For example, you might want to have Document statuses such as Draft, Under Review, Reviewed, and Approved, and be able to transition entire Documents through these statuses.
When Document types are configured, users can assign a type to new or existing Documents in the Document Properties sidebar of the Document Editor, and view the assigned type there.
Most of the default project templates have preconfigured Document types and Document workflows. (There are more project templates available on the Polarion Extensions Portal that may also have these configured). Explore whether a template can meet your needs before deciding to customize.
The default Project Templates and demo projects are preconfigured not only with Document types and workflow, but also underlying permissions that go together to help control the workflow. For example, the content of Documents of the Requirements Specification type (predefined in several templates) cannot be modified if the workflow status is inReview or Approved.
You can configure Document types and Document workflow globally and per project. Remember that the Global configuration provides the default that is used for all projects not having a project-scope configuration. Document types and Document workflow must be explicitly enabled by an administrator before the features are available to end users.