When you register a document, the system allows you to enter registration parameters manually or use a saved variant. Registration variants are used when the same set of parameters is used often, to avoid entering the same parameters each time. To create registration variants, the records classification scheme must be created and configured.
You can create registration variants in Administration - Document Management - Document Registration Variants(fig. 1).
Fig. 3. Dialog box for creating a registration variant
If there are several record cards for this document type or it can be registered in several categories, you have to select the registration parameters manually (fig. 4).
Fig. 4. Dialog box for creating a registration variant
To save the registration variant, click Save.
Editing a registration variant
When you click to the right of a registration variant (fig. 1), a dialog box opens, where you can edit the registration variant (fig. 2).
After you have created registration variants, you will be able to select a registration variant in a dialog box, which opens when registering a document (fig. 5):
Fig. 5. Selecting a registration variant
The main registration fields (fig. 1) are filled in with the values, specified in the registration variant (fig. 3).
If you do not need to use a registration variant, click Register Other Document and fill in the parameters manually.
to the right of a registration variant (fig. 1), a dialog box opens, where you can edit the registration variant (fig. 2).