Best Practice in C4C - Creation of Document Types or Dropdown

[former_member677295]

Dear All,

Can anyone suggests me what is the best practice in C4C - Creation of multiple document types or need to use the standard document type and create custom drop down, which one should i follow to avoid any kind of problem in later stages.

Thanks

Vineet

[marcus_echter]

Hi Vineet,

if you want to handle certain document types differently (backend processing, UI page layout etc.) you should create multiple document types via the corresponding BC option. If all documents of a certain category (e.g. lead, opportunity) should be handled the same, you can use the pre-delivered document type.

HTH, Marcus