Fields on the New Document Page for Paper Documents
These fields are on the default New Document page for paper Documents.
Field
Description
Subject
The subject or title of the document. This name can be up to 240 characters and can include spaces and any characters Windows uses (ANSI by default).
Depending on your system setup, the value of Document Name may or may not need to be unique. If your system requires unique document names, the name you enter in this field must not be the same as any other name in this document library.
Type
The Document Type of this item. Click the table lookup button to see the document types established for your organization.
Author
The User ID for the person who created the item. Enter a name or click the table lookup button to see all valid entries.
Addressee
For e-mail messages, the name of the person to whom the message was addressed.
Originator
For e-mail messages, the name of the person or organization that originated the message.
Originating Org.
The name of the originator's organization.
Media Type
This field appears when profiling a paper document. Lists the defined media types. Select Paper or another media type approved by your organization.
Comments
A description of the document.
Vital Record
Select this field to mark the document as vital to your organization.
Review Date
Displays the date on which the vital status of this document should be reviewed. This date can be set using RM Administration Tool.
Code
The number of the File Part where the document will be stored.
Type in a complete File Part Number or click the table lookup button to choose your search method for finding a File Part:
Recently Used
Group Favorites
File Plan Search
File Plan Explorer
For details on the options in the File Part Lookup page, refer to File Part Lookup Page.
The other fields in this group (Category, File Category, Location, File Borrower, and Document Borrower) are filled automatically when you select the Code.
Security Group
These fields allow you to review or change the security for this document. Ensure the Restricted check box is selected; then click the Access button and review or change the security as required.
History Group
These output-only fields indicate the history of the Document Profile.
