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Converting a doc type to another existing doc type

Kelly_Amott
Confirmed Champ
Confirmed Champ

Our users want to retire a doc type and migrate the documents imported under that type to a different existing type. Is it possible to convert one type to another?

1 ACCEPTED ANSWER

Justin_Fandl
Content Contributor
Content Contributor

As others have mentioned you have two options to accomplish this task:

  1. Large Number of documents: Create and leverage workflow to have the existing documents reindexed to the new document type. This will allow for both the desired document type and keywords to be changed.
  2. Small number of documents: Use the reindex function to simply adjust the document type and/or keywords to the desired values.

Hope this helps!

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7 REPLIES 7

Scott_Johnson3
World-Class Innovator
World-Class Innovator

Hi @Kelly Amott 

 

It is very simple using workflow.  you do want to make sure that the new doc type has at minimum the populated keyword types of the old doc type.

Good Luck

BTW, how documents need to be converted?

Kelly_Amott
Confirmed Champ
Confirmed Champ

We just started our prod deployment and there only 18 to convert. New admin here so it looks like I'll be getting a crash course in workflows. Thanks for the quick reply Scott.

If you only have 18 documents to move, you might be better off just re-indexing them manually.