<aside> ⚠️ Please note:
DocuNote helps you classify and process your documents and cases by categorizing them into document categories and case types, respectively. You can use document categories and case types to define a unique metaform design, set the rules for merging data, index items by their specific metadata, etc.
To create a new document category:
Go to DocuNote tab, and then click System Setup*.*
On the ribbon bar, click the Document category icon.
Alternatively, you can right click the Document categories node in the navigation tree and select Create from the context menu.
Please check the following options:
| Option | Description |
|---|---|
| Name | Name of the document category. |
| Metaforms design | Metaforms design to be associated with this document category. For example, you might want to set a custom layout of metadata for specific documents. For details about creating metaform design, see ‣ |
| MS Office profile | MS Office profile to be linked with this document category. MS Office profile is a powerful tool for retrieving system or custom values from database and setting up their relation to document office properties. This is extremely helpful when merging data to documents. For details, see ‣ section. |
| Address format | If you plan to merge contact information from DocuNote address book into document, define the address format. For details, see ‣ |
| Taxonomy | Organizes documents of this document category into class hierarchy system created on your own. For details, see ‣ |
| Context menu | Applies custom context menus across DocuNote. These custom menus will be available only for documents of this document category. For details see ‣ |
| Menu in properties | Applies custom menus in Properties forms. These custom menus will be available only for documents of this document category. For details see ‣ |
| Menu in Ribbon bar | Applies custom menus in Ribbon bars. These custom menus will be available only for documents of this document category. For details see, ‣ |
| Fill in document title | If specified, the document title will be automatically filled in with specified reference when creating a document from template. You can use the available tags and plain text when creating a custom pattern. For details, see ‣ |
| Create title pattern | If specified, the document title will be automatically filled in with specified system or custom field when creating a document from template. You can use the field names and plain text when creating a custom pattern. Note, the fields you specify in this pattern should be present on document's metaform. For details, see Advanced document title pattern /(‣) |
| On document import | Defines one of the following when importing a document: |
| • Use document title field - Fills document title with the file name. Document title field can still be edit by user. | |
| • Use create pattern on document category - applies the pattern that is defined in the Create title pattern option. | |
| Disable merge | Disables merging data for documents of this document category. For details, see ‣ |
| Exported document naming | Allows you to overrule global naming when exporting a document of the specific document category. |
| Free text, data from text box and multiline textfields, by adding the field name in {}, and the following references {T} - title, {N} - number, {V} - version, {S} - status, is supported | |
| If left empty global naming will be used. | |
| Enable statuse filtering | Allows you to activate and filter the document statuses for this document category. |
| Default document status | Defines the default document status that is set during ‣ wizard. |
| Check-in design | Applies default or a custom design for document check-in dialog. |
| Digital mail material type | Defines a material type used for the digital mail. |
| Default document type | Defines a document type which will be applied by default. |
| Default type is mandatory | Defines a mandatory document type which will be applied by default. |
| Document category accessibility | Defines which document categories will be available during creation of the document or/and document registration. Default vaue is Yes. |