Document Types
Lunr uses business-focused document classifications to control document creation, metadata, workflows, numbering, versioning, storage, and governance rules, ensuring content is managed consistently regardless of file format.
Overview
Lunr supports the storage of a wide range of content types, including specifications, drawings, manuals, correspondence, calculations, images, and other electronic records.
While folder structures, file names, and file extensions provide a basic level of organisation, they are insufficient for consistently classifying and managing large document populations.
To address this, Lunr uses document types as a primary classification mechanism. Document types are defined based on business purpose rather than file format and are used to control document behaviour across the system. This abstraction allows administrators to decouple content management rules from native file types or applications and enables users to organise files without being constrained by technical naming conventions.
Document Types are a core configuration component in Lunr and determine multiple document characteristics independently of the underlying file format, including:
- The templates from which documents are created.
- Naming and storage rules, including automatic and manual behaviours.
- The metadata pages and wizard steps presented to users, and the conditions under which they are displayed.
- Any custom logic or extensions applied to the document type.
- The workflows governing document lifecycle states, including review and approval.
- How document metadata is mapped to and synchronised with Lunr tags.
- Versioning and revision control rules, including incrementing behaviour.
A single Lunr document type can be associated with multiple file formats, and the same file format can be used across different document types. As a result, document type configuration should be driven by business and governance requirements rather than technical considerations alone.
Before creating or configuring document types, administrators should gather detailed information about the required characteristics listed above. This preparatory step is critical to ensuring document types are defined consistently, support required business processes and minimise the need for reconfiguration after the system is in use.
Adding a Document Type
To add a new Document Type,
-
Click the Add Document Type button.
-
Enter a name for the Document Type, assign a default Workflow, and click Save.
The Document Type will be created and is ready for further configuration.
Document Templates
Lunr manages reusable templates for supported document types, enabling consistent document creation, automated numbering, title block population, and accurate rendition generation through associated stylesheets, fonts, and AutoCAD configuration files.
Workflows
Lunr uses configurable workflows to manage document lifecycles by controlling states, transitions, approvals, permissions, and governance rules, ensuring documents move through consistent and auditable review and release processes.