Northwoods

Traverse organizes content in the case file by content type. Like the label on a physical folder, a content type lets everyone in the agency know what content lives inside.

The Manage content types feature access allows you to manage the content types for your agency.

Here are the steps to add, edit, and retire content types:

Click the gear icon in the top right corner of Traverse and select Content type.

The content type overview page opens, and you'll see a filterable list of your content types, with each content type name, external ID, and status displayed in its row.

To add a new content type, click + New content type.

In the window that appears, enter information for the content type. The content type must have a name. ​A document may be imported into Traverse from the system of record whose document type does not match the name of a Traverse content type. The external ID field maps that document type to the correct Traverse content type.

Click Save in the window to save the content type.

To edit the content type, click Edit content type in its row. If you no longer want the content type to be available when you add content, change the status to Retired.

1. Click the gear icon in the top right corner of Traverse and select Content type.
 
 The content type overview page opens, and you'll see a filterable list of your content types, with each content type name, external ID, and status displayed in its row.

2. To add a new content type, click + New content type.
3. In the window that appears, enter information for the content type. The content type must have a name. ​A document may be imported into Traverse from the system of record whose document type does not match the name of a Traverse content type. The external ID field maps that document type to the correct Traverse content type.
4. Click Save in the window to save the content type.
5. To edit the content type, click Edit content type in its row. If you no longer want the content type to be available when you add content, change the status to Retired.

Note: A content type cannot be retired until all form templates that use the content type have been retired. If you want to retire a content type that has those associations, you'll need to contact the Northwoods Support Center to have the form template(s) that use the content type retired first.