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ELMA ECM+
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ELMA ECM+
User Guide
Typical Document Operations
Sending a Document for Acquaintance
Acquaintance Sheet
Acquaintance Task
Sending a Document for Approval
Approval Sheet
Approval Task
Sending a Document for Consideration
Consideration Task
Decision Based Tasks
Sending a Document for Registration
Registration Task
Starting a Routing Process
Discussing a Document
Signing a Document (without a digital signature)
Typical Document Package Operations
Document Approval by Stages
Adjust Approval Route Task
Records Management
Docflows
Registering Documents
Registering an Existing Document
Registering a New Document
Multiple Document Registration
Editing a Record Card
Record Card Draft
Registration Log
Reserving Registration Numbers
Digital Signature
Signing Documents
Approving Documents
Certificates
ECM+ Application Portlets
Document Management Portlet
Register Documents Portlet
Encrypting a Document
Advanced Document Search
Implementation Guide
Document Types
Managing Document Types
Document Type Page
Description Tab
Attributes Tab
Life Cycle Tab
Business Processes Tab
Additional Tab
Forms (Views) Tab
Encryption Settings
Document Type Attributes
Record Card Attribute data type
Record Card
Record Card Type Page
Description Tab
Record Card Attributes
Document Attribute data type
Publishing document and record card types
Numerators
Numerator Page
Document Management Settings
Records Classification Scheme
Top Menu of Records Classification Scheme
Creating a Records Classification Scheme
Creating a Registration Office
Creating a Section
Creating a Category
Creating a Link to a Category
Automatic Numeration of Documents
Publishing Records Classification Scheme
Configuring Document Types
Document Registration Variants
Document Registration Settings
Document Templates
Document Routing Processes
Modeling a Routing Process
Document Management Activities
Approval
Send for Approval
New Approval Sheet
Approval
Configuring an outgoing transition of the Approval activity
Examples of executing an approval task with signing
Approval by Stages
Adjust Approval Route Activity
New Approval Stage
Acquaintance
Send for Acquaintance
New Acquaintance Sheet
Acquaintance
Consideration
Make Decision
Create Decision Based Tasks
Execute and Control Decision Based Tasks
Operations with Document
Create Document
Register Document
Change Document Status
Sign Document
Dispatch Document
Change Document Dispatch Status
Edit Document
Administrator Guide
Document Management Access Permissions
Access to Records Management Section
General Settings of the Document Management
Digital Signature Settings
Configuring Digital Signature Templates
Document History Display Settings
Document Actions Display Settings
Additional Modules
Contract Management
Working with the Contract Management Module
Contract Register
Viewing Contracts in the Contracts Mode
Actions with Contracts
Contract Page
Contract Stages
Documents Linked to a Contract
Records Classification Scheme for Contracts
Contracts Tab on a Contractor Page
Contract Management Application Settings
Set of Document Types
Configuring Access to Contract Management Folders
Contract Signatories Group
Document Barcoding
Document Barcoding Settings
Searching Documents by Barcodes
Search
Search
Search
Search
Implementation Guide
Record Card
Record Card Type Page
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Record Card Type Page
Record card type page displays information on the record card type: structure, settings and so on.
You can configure record card type pages on the
Document Management
tab in
ELMA Designer
(fig. 1).
Fig. 1. ELMA Designer. Document Management tab. Record Card mode
There are several ways to open a record card type for viewing or editing:
double click on the name of the required record card in the
types tree
;
click
Edit
in the
top menu
(fig. 2);
select
Change Card Type
in the context of the record card type;
Fig. 2. Buttons for opening a record card page
The record card type page includes the following tabs (fig. 3):
Fig. 3. Record card page tabs
Description
.
Record Card Base Type
. This type is similar to the
Additional
tab of the document page.
Attributes
. This tab is similar to the
Attributes
tab of a document type.
Filter
. This tab is similar to the
Filter
tab of the object page.
Forms (Views)
. This tab is similar to the
Forms
tab of the object page.
Actions with record card types
Actions you can apply to record card types are similar to actions with document types. To learn more, see the
respective Help page
.
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