(Dansk version)

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Introduction to the element “Document”

You find documents by browsing through document folders or cases in Explorer panel.

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• There is a limit of 1000 documents per location. </aside>

Documents in DocuNote are set up based on the same two basic principles as cases, one metaform design and one document category. The metaform design on documents offers the same metadata types as offered on the metaform design for cases, and they can also be set up by a superuser at the customer.

Access to document categories and templates is controlled with permissions.

Attaching documents

Documents can be attached to cases by the following activities:

1. Creating a document directly in the case where metadata can be merged into the documents from the case
2. Creating documents from Outlook email archiving (see detailed description about Outlook add-in)
3. Drag'n'drop from the file system to a case or a folder (or in a folder in the general archive)
4. Or directly from an Office program (Word, Excel, PowerPoint, Vision, and Project)

When creating a document, the wizard starts, where the user, as the first step, selects a template.

There are quick selection buttons for:

• Most recently used templates (most recently used by the current user)
• Case templates (templates associated with the case the user wants to create the document in)
• Favorite templates (templates the current user has marked as favorite)
• Blank templates (e.g., with the customer's logo, header, and footer)

Creating a document from a document template

When the document template is selected, the document's metaform design opens. Here, the user can choose the metadata to be associated with the document. These can also be added or changed after the document is created.

Example of metadata on a document

Metadata from both cases and documents can be merged into document templates. This saves the user time in filling out standard information and reduces the risk of typographical errors.

Example of merging metadata from a parent case to a document

See also:

Documents - Assigning document status

Documents - Changing document category

Documents - Copying document

Documents - Creating document

Documents - Creating shortcuts

Documents - Deleting document

Documents - Document formats

Documents - Document registrations

Documents - Edit properties

Documents - Editing document