Configure document type-specific keys
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
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: