Configure the general properties of a document type
- On the Home page, click .
-
Select the
RootDocumentType and click
Document Type
.
A document type appears.
- Enter a Name for the document type.
-
By default, the associated unique identifier for the document type
is displayed in the
ID field.
You can use this ID, for example, to call the CaptureDocumentService.UpdateDocumentType and other methods.
-
To change the parent of the document type, select the document
type from the
Parent list.
If you change the parent of a document type, the document type appears under the selected parent document type.
-
To dynamically create a display name for a document type, do the
following:
-
In the
Name Template box
Properties list, select
Document Type
.
Placeholders for the document type name appear in the Name Template field. The Fields list is empty unless there are fields defined for the current document type or the root document type.
You can define the display name using a combination of fields and properties that appear above the Name Template field in addition to static text. -
Select the field, if needed.
Placeholders for the selected fields appear in the Name Template field.
Note the following:
-
A Name Template does not support variables of type Table, Choice, or Boolean.
-
Document Type supports inherited fields and displays all fields including inherited fields.
-
At runtime, TotalAgility replaces the document name with the name of the document type and replaces the fields with the field values.
-
-
In the
Name Template box
Properties list, select
Document Type
.
- Enter an optional Description for the document type.
-
To make the document type available for manual classification,
click
Yes for
Available For Manual Classification.
When you associate an extraction group with a classification group, only the document types that are available for manual classification are available in the list where you can manually classify documents. Otherwise, the document type is excluded from the list and you cannot assign it as the classification result.
-
Specify a delimiter to separate table fields into a single index
field so that exported data is compatible with the back-end system. In the
Table Field Export Delimiter box, enter the
delimiter.(Default: Semicolon
";")
Note the following:
-
You can define a maximum of two printable, standard ASCII characters.
-
You cannot use the following characters as delimiters: space, tab, new line, carriage returns and escape.
-
When exporting a three value field using the text export connector and delimiter ";", the three value field appears as "a;b;c".
-
-
To associate an image with the document type, consume an existing
image in the
Template Image box.
At runtime, you can select this image while performing an overlay. See Page rendition.
- Click Save. The configured setting are saved.
-
Click
Release
.
You can only use the released version of a document type in a process.