Automatic document properties
Modify the properties of new or existing automatic documents.
General
Specify general properties for the document.
Option | Description |
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Number |
Enter a unique document number. Document numbers can contain up to 40 alphanumeric characters. |
Name |
Enter a name for the document. |
Document Type |
Select the applicable document type. For more information, see Automatic document types. |
Format |
Select the applicable document format (varies by Document Type). The format defines the appearance and data to display in the document. For more information, see Automatic document formats and settings. |
Lock Down |
Select to lock down the document when performing a lock down. This option is enabled by default. |
Retain on Cleanup |
Select to retain the document when performing a cleanup. |
Include in Index |
Select to include the document in the Document Index. |
Roll Forward |
Select to roll forward the document into the next year file when performing a year end close. |
Print Landscape |
Select to print the document in "landscape" orientation. |
Deliverable |
Select to flag the document as a deliverable.
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Settings | Select the settings specific to the Document Type and Format. For more information, see Automatic document formats and settings. |
Roles
Specify completion information for the document.
Option | Description |
---|---|
Role Set |
Select a role set to apply to the document from the drop-down menu. |
Prepared by/Reviewed by |
Select to populate your initials for the role, or manually enter the initials of the user that completed the role.
|
Position of Initials |
Set the position of the user initials and date on the document. This option is only available for new automatic documents.
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Headings
Specify the headings to use in the document.
Option | Description |
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Document Heading |
Enter a document heading in the two fields provided. The document heading prints left justified underneath the company name, subsidiary name (if applicable), and year end date. |
Extended Description for CaseView |
Enter an optional extended description for use when linking to alphanumeric cells in CaseView documents using the Linkage worksheet. The extended description does not display when the document is printed. |
Issues
View and modify the issues assigned to the document.
Option | Description |
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Cleared |
Select to clear the issue. |
Number |
Displays the unique identifier for the issue. The default identifier is composed of the user's initials who reported the issue and an incremental number. |
Priority |
Displays the priority level of the issue (Low, Normal, or High). |
Subject |
Displays the issue's description. |
Type |
Displays the issue type(s). |
Assigned To |
Displays the name of the user(s) assigned to the issue.
|
Filter |
Filter the displayed issues using the drop-down menu.
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New |
Add a new issue to the document. |
Edit |
Edit the selected issue. |
Delete |
Delete the selected issue. An issue can only be deleted by the user who created it. |
History
View and modify the history and milestones for the document.
Option | Description |
---|---|
Milestone |
Displays an icon if the event generated a milestone. |
Event |
Displays a history event. For more information, see Configure file history. |
User |
Displays the initials of the user who participated in the event. |
Date |
Displays the date and time that the event occurred. |
Details | Click to view more details of the selected history event. |
Compare | Click to compare the selected milestone to the current version of the document. |
View Milestone | Click to view the selected milestone. |
Delete Milestone | Click to delete the selected milestone. |
Template
View and modify the template settings for the document.
Option | Description |
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Document Identifier |
Enter an identifier for the document. The document identifier can contain up to 22 alphanumeric characters. The NUMTOTDID(docnum) and TDIDTONUM(id) functions also provide access to the Document Identifier. |
Document Version |
Enter the document version number. The template update system uses the document version number to determine if there are available updates for the document. |
In Progress |
Select to label the document as In Progress, then designate the effective duration of the label. In Progress documents are locked to the user who set the label, so they can modify content without creating conflicts. Note: In Progress documents are excluded from the Document Library, Copy Components Wizard, and during the creation of new files based on a template. This prevents users from adding incomplete documents to their files. |
Queries Author ID |
Link the document to a Queries file by entering the applicable Author ID. For more information on Author IDs, see Add Author IDs. Note: The Author ID can contain a maximum of 259 alphanumeric characters. |