Properties tab

Use this tab to add properties to your document.

You can use RRTs in all text boxes of this tab.
Option Description
Document type Enter the type of documents you want to store into the server manually or click the browse button (...) to select the type from the list of available types.

The default document type is Document. Other custom document types and corresponding fields can be defined on the DocuShare Flex web UI on the Administration page with at least Coordinator access.

This field must contain RRT or any valid selectable document type. If RRT is used that results in an invalid document type during runtime, then an exception is thrown.

You can create a superset of all (or some) properties and associated values from the list of available document types. To do this, browse for the first document type, for example Contract, along with the desired properties. Proceed to browse for the second document type, for example Proposal, and append the desired properties, and so on. At this point you have selected all the desired properties (from multiple document types) and property values. Now change the document type to an RRT (dynamically set document type), for example ~POP::Subject~. When you run the server, with POP3 Email as your capture component, emails with subject property label "Contracts" will have only the Contract-related property values populated. Emails with subject property label "Proposals" will have only the Proposal-related property values populated, and so on.
Save as Specify the behavior of the component in the case when a document with the same title and type already exists on the server. Select one of the following options:
  • New version — The document will be saved as a new version.
  • Overwrite — The document will overwrite the existing document and will get version number 1. All the previous versions of this document will be deleted.
  • Append — The component will join a new page or new pages to the already existing document; the new page or pages will be added at the end of the existing document.
  • Prepend — The component will join a new page or new pages to the already existing document; the new page or new pages will be added at the beginning of the existing document.
  • Insert — The component will insert pages after the specified page.
The Append, Prepend and Insert options are recommended to be used only for PDF and TIFF files. However any other image files (png, jpg, etc.) can be added to these base file types. The result in case of other file types (txt, odg, docx, etc.) is not guaranteed.
It is explicitly banned to merge PDF and TIFF files. If you want to do so, then it is recommended to convert the added file to the corresponding format before insertion using an OP Converter component.
In case of any merge actions, file extension of the original file is checked and must be the file type specified here in the File type field. Otherwise an exception is thrown. This is not case-sensitive; for example, Pdf, pdf, Tiff, tif are all OK.
Append/Prepend This setting group allows users to set additional parameters for joining image files. It is active only if Append, Prepend or Insert is selected as the conflict-handling action.
File type Select a file type for the output image file from the list. There are two available types: TIFF and PDF.
Insert after Select the number of a page, after which the new pages will be inserted to the document. This control is active only if Insert is selected as the conflict-handling action.
Overwrite field values Select this checkbox to overwrite existing field values when appending, prepending, or inserting content.
Version This setting group allows users to set additional parameters according to versions. It is active only if New version is selected as the conflict-handling action.
Max versions Enter the maximum number of versions of the document that you can save in DocuShare Flex. If the number of document versions reaches its maximum, and you try to save a new version, the oldest version is deleted.
Version title Enter the version title.
Version description Enter the version description.
PDF properties: Overwrite Select Yes to overwrite existing PDF property values or No to retain existing PDF property values. This field is active only if PDF is selected as File type.
You can use RRTs or any Boolean constants in this field. 'yes', 'true', 'on', '1' (upper or lower case) is evaluated as YES; 'no', 'false', 'off','0' is evaluated as NO.
Data grid view 'Properties' You can see defined properties for the uploaded document. Once a property is defined, then only its value is still editable. By double-clicking on any property, you can modify its value in the Add/Modify Property dialog box. By slow double-click you can edit the value directly from the data grid view. Only the properties of the actually selected document type can be modified, either on the Add/Modify Property dialog box with the Modify button or with double-click or by the slow double-click.
You can use RRTs as the value of a property with type Menu. In this case, this value can be either the value or the label of the defined option. Value is evaluated first. Then if the corresponding option is not found by its value then label is also evaluated. For example: Label: ‘This option’; value: ‘ThisOption’
Add Click this button to add a property to uploaded documents. This button opens the Add/Modify Property dialog box. Each document type has its own specific set of properties. If the selected document type has no more properties to add (e.g., all of its properties are already added), then a corresponding message is shown.
Modify Click this button to modify the property value in the opened Add/Modify Property dialog box.
Remove Click this button to remove a property. You can remove multiple properties at once if you select multiple properties in the data grid view.