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 pattern.

Type

Click the browse button (...) to locate the desired extension type for the file.

The type must be a valid extension that is set up under Type in the iManage Control Center.

Class

Click the browse button (...) to locate the desired class for the file.

Classes are custom-defined categories for identifying and differentiating documents. It requires an existing Class created in the iManage Control Center.

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.
Operator

Enter the Operator name.

You can click the browse button (...) to browse for an operator.

Author Enter the Author name.

You can click the browse button (...) to browse for an author.

Description Enter a description of the documents.
Comment Enter comments 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 the Document Properties dialog box.