Document tab

Specify record properties on this tab.

Option	Description
Record type	Enter the record type name. You may select the record type from the existing list on server, click the browse button (...) and select the record type.
Rename title	Select this check box to rename the record title; otherwise, a new record will be created with the name of the input document.
Duplicate record checking	Use this group to check if any record with the same title and record type, or with the same number already exists on the server.
Find record	Define the properties for the record search. This combo box has a predefined set of values: In Container — The search will be processed in the specified container. In Assignee Location — The search will be processed in the assignee location. In Home Location — The search will be processed in the home location. In Owner Location — The search will be processed in the owner location. By Number — The search will be processed according to a number, specified by user. Specify the number in the field next to the combo box. The field next to the Find record combo box is enabled, only when the search is processed according to a record number. You may use RRTs instead of predefined properties. In this case the field next to the combo box will be enabled. When you use RRTs in this combo box, these RRTs should be replaced with the following values only: CONTAINER for In Container option. ASSIGNEE for In Assignee Location option. HOME_LOC for In Home Location option. OWNER_LOC for In Owner Location option. NUMBER for By Number option.
If it exists	Define the behavior of the component if the duplicate record exists in the specified place (or a record with the specified record number). This combo box has a predefined set of properties: Create new record — Select this option to create a new record with the specified title and record type. Save document as new version — Select this option to upload a document as a new version of the existing record and its properties will be modified. Overwrite last record version — Select this option to replace the last version of the record with the new one: all the record properties will be changed. Append index number to document name — Select this option to append a unique index to the new title and a record with the new title will be created. Reject document — Select this option to reject the input document. When you use RRTs in this combo box, these RRTs should be replaced with the following values only: CREATE_NEW for Create new record option. NEW_VERSION for Save document as new version option. OVERWRITE for Overwrite last record version option. APPEND_INDEX for Append index number to document name option. IGNORE for Reject document option.
Container	Specify the container, where a new record will be added: click the browse button (...) to open the Select Container dialog box.
Enclose	Select this check box to enclose a record in the specified container. This check box is available only when a container is specified; otherwise, it is disabled.
Assignee	The assignee location name of a record will be written in this field. This field has three predefined options. Default default location for this record type. Current user currently logged on user location. Select — This option opens Search for Locations dialog box.
Home location	The home location name of a record will be written in this field. This field has three predefined options. Default — The default location for this record type. Current user — The currently logged on user location. Select — This option opens Search for Locations dialog box.
Owner location	The owner location name of a record will be written in this field. This field has three predefined options. Default — The default location for this record type. Current user — The currently logged on user location. Select — This option opens Search for Locations dialog box.
Series number	Enter a number of the record of series type. Click the browse button (...) to open Find Record dialog box. The record number should be specified only for record types that require it. If you specify a series number for a record type that does not require it, this field will be ignored at run time. If you leave this field empty for the record type that requires the series, the default series number will be applied to the record; in this case, when there is no default series number for the record type specified on the server, the documents will be rejected at run time.
Record class	Specify the record class by choosing one from the predefined set of classes. When you use RRTs in this combo box, these RRTs should be replaced with the following values only: CORPORATE for Corporate option. PERSONAL for Personal option. REFERENCE for Reference option. TEMPORARY for Temporary option. VITAL for Vital option. WORKGROUP for Workgroup option.
Security level	Enter the security level for the record. You can do it manually or through the Micro Focus Content Manager Security Levels dialog box. Click the browse button (...) to open this dialog box and select a desirable security level. If you leave this field blank the "no security level" security level be automatically assigned to the new record.
Classification	Enter the path to the record classification. Click the browse button (...) to open the Micro Focus Content Manager Classifications dialog box. The server should allow attaching the selected classification to the record; otherwise, the record will be rejected at run time.
Update notes	In this combo box, specify the method that will be used for updating notes. This combo box has the following predefined list of values: Overwrite: the record notes will be overwritten with the new value. Append with new line: the specified notes will be appended to the existing record notes in a new line. Append with user stamp: the specified notes will be appended to the existing record notes in a new line, and with a user stamp generated by the server. When you use RRTs in this combo box, the entered RRT should be replaced with one of the following values only: OVERWRITE for Overwrite option. APPEND_WITH_NEW_LINE for Append with new line option. APPEND_WITH_USER_STAMP for Append with user stamp option. If the RRT will be replaced with any other value, the job will be rejected. This option is only enabled when you select Save document as new version, Overwrite last record version in If it exists combo box, or specify its value by way of RRTs.
Notes	Add notes to a new record. They may consist of several lines.
Check in comments	In this text box, specify a text that will be appended to the record notes when the document will be checked in on to the server. The text will be added with a user stamp generated by the server.
Keep checked out	Select this check box if you want a record to be checked out. If this check box is selected then only the currently logged on user will be able to update the record and it cannot be finalized.
Finalize record	Select this check box to finalize a record. If this check box is selected modification of the record will be forbidden.
Advanced record properties	Click this button to open the Advanced Record Properties dialog box that allows you to configure other properties of the record.