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Creating a Document Type Set

Consider adding a document type set when you want to customize the list of file types to index or when you want to fine tune how one file type will be indexed. You can assign a document type set to one or more sources.

To create a new document type set

  1. On the Coveo server, access the Administration Tool (see Opening the Administration Tool).

  2. Access the Document Type Sets page (Configuration > Document Types).

  3. In the Document Type Sets page, click Add.

  4. In the Add Document Type Set page:

    1. In the Name box, enter a name to identify the document type set.

    2. In the Description box, enter a description of the document type set to help identify its purpose.

  5. Click Save.

What's Next?

At this point, the new document type set is a copy of the Default one that you need to customize (see Modifying How CES Handles a Document Type).

You will then associate the document type set to the desired source (see Modifying the Document Type Set Used by a Source).

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