Document tab

Enter the document attributes in this tab.

Option Description
Rename

Select this check box to rename the document. Enter the name in the box. You can use RRTs to define a name.

Type Click the browse button (...) to locate the desired extension type for the file. You can look up the available application extensions by providing the Server name, User name, Password, and Database on the General tab.

The type must be a valid extension that is set up under Type in the WorkSite Database Management.

Class Click the browse button (...) to locate the desired class for the file. You can look up the available classes by providing the Server name, User name, Password, and Database on the General tab.

Classes are custom-defined categories for identifying and differentiating documents in the database. This must be a valid/existing Class that was created in the WorkSite Database Management.

Subclass Click the browse button (...) to locate the desired subclass or the selected Class.
A subclass may or may not be required depending on the Class that you entered. This should be checked for in the WorkSite Database Management.
Operator Enter the name of an existing user which will be marked as the operator on all documents that will be stored.

You can click the browse button (...) to browse for an operator after you specify a valid Server, User Name, Password, and Database on the General tab.

Author Enter the name of an existing user which will be marked as the Author on all documents that will be stored.

You can click the browse button (...) to browse for an author after you specify a valid Server, User Name, Password, and Database on the General tab.

Description Enter a description to be assigned to the documents.
Comment Enter comments to be given to the documents.
Keep checked out Select this check box if you want to keep the uploaded documents checked out on the server.
Set advanced properties Click this button to set properties for the documents. For more information, see Document Properties dialog box.