Selecting destination

Operation

1. In the [Documents List] window, select the hierarchy (drawer or already registered folder) as the destination for the document to be registered.

   For details on how to navigate the hierarchy ➯ "Navigating Hierarchies"

2. From the Global Toolbar, select [Register Document].
   The [Register Document] window appears.
3. Go to the next step.
   • "Specifying attributes of the new document"

Specifying attributes of the new document

Operation

1. In [File] of the [Register Document] window, enter the absolute path of the file to be registered as a document.
   • Besides directly entering the absolute path manually, clicking the [Browse] button also allows you to select the absolute path from the directory list.
   • If no file is specified, a document having no primary content as sub-content is registered.
   • Content replacement or check-in allows a "document having no primary content as sub-content" to have a primary content after it is registered.
   • The file can be specified also by drag and drop.
2. When a class is set to the cabinet, specify the class of the folder to be registered in [Class] on the [Register Document] window.
3. From the [Attribute Template] drop-down list of the [Documents List] window, select the template for attribute registration.
   The input fields for attributes defined in the template are displayed.
4. In the attribute input fields, enter the attribute values for the document to be registered.
• Specifying text (non-candidate) type attribute value
• Specifying text (candidate) type attribute value
• Specifying numeric type attribute value
• Specifying decimal type attribute value
• Specifying date type attribute value
• Specifying Boolean type attribute value
• Specifying principal type attribute value
• Clearing principal type attribute value
• Specifying user role type attribute value
• Clearing user role type attribute value
• Specifying URI type attribute value
• Adding multi-value attribute value
• Deleting multi-value attribute value
• Changing the order of multi-value attribute values

  Specifying text (non-candidate) type attribute value

  1. Enter the new attribute value in the input field parallel to the attribute name.

  Specifying text (candidate) type attribute value

  1. Select the new attribute value from the drop-down list parallel to the attribute name.

  Specifying numeric type attribute value

  1. Enter the new attribute value in the input field parallel to the attribute name.

  Specifying decimal type attribute value

  1. Enter the new attribute value in the input field parallel to the attribute name.
     Entering exponential type values is not allowed.

  Specifying date type attribute value

  1. Enter data and time.

     When entering time is omitted, "0:00" appears for the time.

     • For details on how to setting of a date ➯ "Entering date"
     • For details on how to setting of a time ➯ "Entering time"

  Specifying Boolean type attribute value

  1. Specify the attribute value (true/false) using the following radio buttons.
     • To specify TRUE: [TRUE] radio button
     • To specify FALSE: [FALSE] radio button
     • To clear the value: [Not set] radio button

  Specifying principal type attribute value

  1. Click the [Address Book] button and select the attribute value from the Address Book.

     Users who are restricted from using Address Book by Resource Management Application cannot use Address Book.

  Clearing principal type attribute value

  1. Click the [Delete] button.
     Attribute values are cleared.

  Specifying user role type attribute value

  1. Click the [Address Book] button and select the attribute value from the Address Book.

     Users who are restricted from using Address Book by Resource Management Application cannot use Address Book.

  Clearing user role type attribute value

  1. Click the [Delete] button.
     Attribute values are cleared.

  Specifying URI type attribute value

  1. Enter the URI attribute value label in [Label].
  2. Enter the URI string of the URI attribute value in [URL].

  Adding multi-value attribute value

  1. In the input field under the attribute value listbox, enter the attribute values you want to add. The following types of attribute values can be added.
     • String
     • Decimal
     • Date
     • Boolean
     • Principal
     • User Role
     • URL
  2. Click the [Add] button parallel to the attribute value input field.
     The new attribute value is added to the Attribute Value listbox and displayed at the bottom of the list.

  Deleting multi-value attribute value

  1. From the Attribute Value listbox, click and select the values you want to change.
  2. Click the [Delete] button located parallel to the Attribute Value listbox.
     The selected attribute values are deleted from the Attribute Value listbox.

  Changing the order of multi-value attribute values

  1. In the Attribute Value listbox, click and select the attribute value whose order you want to change.
  2. To move up the attribute listing order by one position, click the [↑] button located parallel to the Attribute Value listbox.
     To move down the attribute listing order by one position, then click the [↓] button located parallel to the Attribute Value listbox.
     The listing order in the Attribute Value listbox is changed.

• • The [Hint] button is displayed when any hint on how to enter the attribute is defined. Clicking the [Hint] button displays the [Hint] window.
  • Each input field is already filled with default value if any is defined for the attribute. The value can be changed.
  • When a file to be registered is specified, the file name without extension is automatically fetched in the "Name" attribute.
  • Some of the attributes are provided with radio buttons or a drop-down list to be used for selecting the attribute value. The address book is used to select attribute values for the principal type or user role type attributes.
• Go to either of the steps below.
• • When starting registration
  • When specifying merge
  • When specifying secondary content

  The merge can only be specified when the cabinet is the target of edition control and when the document to be registered is revised to a new edition.

  When the same attribute value as that of any registered document is entered in the edition control attribute field in step 4, the document is revised to a new edition.

  When starting registration

  1. Click the [Next] button.
     The [Confirm Registration] window appears.
  2. Go to step 7.

  When specifying merge

  • "Specifying merge"

  When specifying secondary content

  • "Specifying secondary content"
• Click the [Register] button.
  Document registration starts.
  Click the [OK] button if the [Document Registration Result] window appears.
  The [Documents List] window is redisplayed.

Specifying merge

Operation

1. In the [Merge] window, select one of the following as the method to merge the attributes.
   • When inheriting all attribute values of the latest edition of the document except for the attributes whose value was entered in Step 4 of "Specifying the attributes of the document to be registered"
   • When inheriting only a part of the attribute values of the latest edition of the document
   • When not inheriting any attribute values of the latest edition of the document
     The radio buttons and selection operation procedure in the [Merge] window vary depending upon the merging method selected.

   When inheriting all attribute values of the latest edition of the document except for the attributes whose value was entered in Step 4 of "Specifying the attributes of the document to be registered"

   1. Select the [Merge All] radio button.
      All the [Yes] buttons are selected.

   When inheriting only a part of the attribute values of the latest edition of the document

   1. Set the attribute value for the document to be created, and select the [Yes] buttons on the [Merge] window for the attributes which inherit the attribute values of the latest edition of the document.
      • Edition control attribute cannot be selected as an attribute to be deleted because it is a required attribute.
      • The unique key attribute is always handled as an attribute to be deleted.

   When not inheriting any attribute values of the latest edition of the document

   1. No settings on the [Merge] window is required. If the [Yes] buttons are selected, click the [Clear Selection] button.
      All the [No] buttons are selected.
2. Click the [Next] button.
   Go to the next step.
   • Specifying secondary content
     Skip to Step 3 when not specifying secondary content.
3. Click the [Register] button.
   Document registration starts.
   Click the [OK] button if the [Document Registration Result] window appears.
   The [Documents List] window is redisplayed.

Specifying secondary content

Operation

1. In the [File] of the [Specify Secondary Content] window, enter the absolute path of the file to be registered as secondary content.
   • Besides directly entering the absolute path manually, clicking the [Browse] button also allows you to select the absolute path from the directory list.
   • The file can be specified also by drag and drop.
2. Click the [Register] button.
   Click the [OK] button if the [Document Registration Result] window appears.
   The [Documents List] window is redisplayed.

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