Configure individual identification keys for document types and their related
templates.
Note: To configure document type-specific keys, you require the Change document and
folder key document permission.
About this task
By default, all document types use the same key format. You can change the default
such that specific document types and their related templates use their own
identification keys.
Procedure
To configure document type-specific keys:
In the Navigator, right-click the folder for which you
want to change the properties.
From the context menu, select Folder properties.
In the Folder properties dialog, navigate to the
Document key format tab.
Select Change configuration.
Tip: To reset all settings to their default, select Reset configuration.
Under Document type specific keys, select Add.
In the Specific document type key format dialog, complete
the following steps:
Select the document type for which you want to configure an individual
key format.
Under Document key, configure the combination of
prefix, counter, and suffix you want to use for documents of this
document type.
Under Template key, configure the combination of
prefix, counter, and suffix you want to use for templates of this
document type.
Select OK.
Confirm your settings with OK.
Example
In the following example, Quantitative response assay
documents and their templates use their own keys instead of the default keys.
Documents get a -Lab suffix:Figure 1. Configuring document type-specific keys