Document tab
Enter the document attributes in this tab.
| Option | Description |
|---|---|
| Rename |
Select this check box to rename the document. Enter the name in the box. You can use RRTs to define a pattern. |
| Type |
Click the browse button (...) to locate the desired extension type for the file. The type must be a valid extension that is set up under Type in the iManage Control Center. |
| Class |
Click the browse button (...) to locate the desired class for the file. Classes are custom-defined categories for identifying and differentiating documents. It requires an existing Class created in the iManage Control Center. |
| Subclass | Click the browse button (...) to locate the desired
subclass or the selected Class. A
subclass may or may not be required depending on the
Class that you entered.
|
| Operator |
Enter the Operator name. You can click the browse button (...) to browse for an operator. |
| Author | Enter the Author name. You can click the browse button (...) to browse for an author. |
| Description | Enter a description of the documents. |
| Comment | Enter comments to the documents. |
| Keep checked out | Select this check box if you want to keep the uploaded documents checked out on the server. |
| Set advanced properties | Click this button to set properties for the documents. For more information, see the Document Properties dialog box. |