Help ELMA ECM+
×
Menu

Description Tab

Fig. 1 shows an example of the Description tab.
Fig. 1. Document type page. Description page

Document Type Name unit

The field contains the document type name, entered at the first step of creating the document type. The name can be changed.

Document Name Template

The field contains the name template for the documents of this type, which is specified at the fourth step of creating the document type. You can change the template. To use a document type attribute in the template, click Insert Document Attribute and select the required one.
Allow to change document name – this parameter defines, whether a document name can be changed when creating or editing it in Web Application.
Add a document version unit
Loading a version from file – this parameter allows uploading a file from the user's PC as a document version. When this box is checked, the Load File button will be displayed when creating a document of this type in Web Application (fig. 2).
Version scan button – this parameter defines if a scanned document can be used as a document version. When this box is checked, the Scan button will be displayed when creating a document of this type in Web Application (fig. 2).
Generate versions from template – this parameter defines if a document version can be created from a particular template. When this box is checked, the Add Template button will be displayed when creating a document of this type in Web Application (fig. 2). This button will be displayed only if at least one document template is defined.
Fig. 2. Document version unit. Buttons for adding a document version
Advanced Settings unit
Dispatch tracker – this parameter defines if dispatch of these type of documents will be tracked. When this box is checked:
Allow to register documents of this type multiple times – this parameter defines if documents of this type can be registered several times.
Forbid to create documents of this type in web applicationthis parameter forbids creating documents of this type in Web Application. You will be able to create documents of this type in a business process using a script or a Create Document activity. Please note that the earlier created documents will not be available for editing on a document page in Web Application.
Use this life cycle for this type of documents – this parameter disables the possibility to change statuses of the document life cycle. When this box is checked:
Description unit
In this unit you can add a description of the document type.
Data Structure unit
Class Name, Table in Database – these fields are filled in at the first step of creating the document type. These fields can be changed only for user document types, after they are published and before restarting the server.
Copyright © 2006–2019 ELMA