Converting a doc type to another existing doc type

[Kelly_Amott]

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?

[Justin_Fandl · Accepted solution]

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!

[James_Armstrong]

@Kelly Amott I asked a similar question and tried out the very well documented suggestion and it worked great. Have a look at this post: https://community.hyland.com/forum/threads/88865-rename-keyword-type-data-set-value

[Kelly_Amott]

Thanks everyone for the feedback. We are new enough with few enough documents that I will just have the users reindex. Meantime I'll study up on the workflow option for future reference.