Document Tab

Use this tab to set the document attributes.

Option Description
Rename title Select this check box to set the title of the document. Enter the title in the text box next to this check box. The title should be short but descriptive and can contain spaces and punctuation marks. You can use one or several available RRTs in this text box.

If this option is not selected, the original file name of the document will be assigned to the title. If this option is selected and the rename schema text box is empty, the title will be ~XDS::FileName~_~XDS::Timestamp~~XDS::FileExt~. For example, if the original file name is Mydocument.doc, the title will be Mydocument_20071026163500.doc.

Rename file Select this check box to set the file name of the document. Enter a file name in the text box next to this check box. You can use any component RRT in this text box. If this option is not selected, the original file name of the document will be assigned to the file name. If this option is selected and the rename schema text box is empty, the title of the document will be assigned to the file name.
Summary Enter a short description of the document. The summary appears below the document title. You can use one or several available RRTs in this text box.
Description Enter the description of the document in this text box. Click the browse button (...) to open the Enter Description dialog box, which allows entering a longer and more detailed description. You can use one or several available RRTs in this text box. You can include HTML tags into the description of the document.
Keywords Enter a comma-separated list of words that will be associated with the document. You can use one or several available RRTs in this text box. Keywords help to categorize documents and can be used to find documents in a search.
Expiration date Enter the date and time after which the document is no longer needed. You can use one or several available Date\Time RRTs except for ~XDS::Timestamp~ in this text box. Sent documents will be marked as expired on the server after the specified date.
Note:

The default value for the date in the Select Date dialog box is always a current date, even if you have previously specified some other date.

This functionality is not applicable to the MailMessage document type (specified by the Document type option on the Properties tab).

Routing slip ID Enter an identifier of a routing slip that will be attached to the document. A Routing Slip is a form on the DocuShare server in which you can indicate the user to whom the document should be sent, the type of action the user should take and a message describing the task. Click the browse button (...) to open the Select Routing Slip dialog box or enter an identifier of a routing slip manually.
Note: For correct work of this functionality, the administrator should copy the JSP script DsNsiUtils.jsp into the DocuShare server folder: C:\Xerox\Docushare\tomcat\webapps\docushare\jsp\extension\.
Collection ID Enter an identifier of a collection. A DocuShare site consists of a number of repositories called collections in which documents and other objects are stored. The administrator determines the initial set of containers/collections that appear on the DocuShare home page. Click the browse button (...) to open the Select Collection dialog box, in which you can select the path to the container or folder where the documents will be stored or enter an identifier of a collection manually.
Note: When you work with DocuShare Server versions 6.0 CPX and later, you can also send documents to the workspaces or custom collections, that is the collections created on the DocuShare server by users.
Appended path After you have selected the container/collection, you can optionally set a path to be appended to the collection path. If the collection in the appended path does not exist, the component will create this collection at run time. You can use one or several available RRTs in this text box.

You must enter a value in the Collection box. In the case when the Collection box is empty and Appended path is specified, the configuration may be saved, but an error will appear at run time.

Note: There might be an ambiguity in the collection names (there is more than one collection with the specified name, for example), see the Check for ambiguous collections names option on the Advanced tab to find how the component can resolve this conflict.

When you use this functionality, it is recommended to set appropriate search options in the Advanced tab to make the search of collections more efficient.

Lock document If you are a logged-on owner of the document or a logged-on user with Write access to the document, you can lock the document to keep other users from editing the document.
Note: This functionality is not applicable to the MailMessage document type.
Initial permissions This group allows assigning access permissions to routed documents. Select one of the options:
  • Same as container — Assigns the container access permissions to the document.
  • Same as container except write restricted to owner — Assigns the users who have Reader access to the container with Reader access to the document. The document owner is the only user with Write access to the object.
  • Restricted to owner — Assigns full access permissions only for the document owner.