Document tab

Enter the document custom attributes in this tab.

Option Description
Rename Select this check box to rename the document. Enter the new document name in the box. You can use RRTs to define a pattern.
Keep checked out Select this check box to keep the uploaded documents checked out on the server.
Inherit attributes from the parent folder or workspace Select this check box to make the document inherit all the custom attributes from its parent folder or workspace.
  • A document or folder can have several parent folders. It inherits the custom attributes from the first found parent folder or workspace on the server.

  • This option does not apply if the upload destination is a cabinet type.

Attributes

This table contains a list of custom attributes from the selected cabinet. A Repository Administrator can create custom Profile Attributes. A definable Profile Attribute can be a text, numeric, date, or notes type. Administrators can choose to require users to enter information for a specific attribute and define a set of values for a specific attribute for validation purposes.

Provide values for all required custom attributes to ensure a successful document upload.
Add

Click this button to add a new entry to the Attributes table.

  • It is recommended to select an upload destination that determines a cabinet before adding any attributes. Otherwise, all attributes of the repository will be listed, including those that are not enabled for the selected cabinet.

  • When using validation tables (lookup tables) for profile fields, cabinet members can select only predetermined values, such as selecting a client from a list of clients for the Client field.

Edit Select an attribute in the Attributes table and click this button to update it.
Remove Click this button to remove a selected attribute from the Attributes table.