Xerox FlowPort Support & Software User Guide

Storing documents to a repository

Chapter 5: FlowPort capabilities

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5-33

Creating a Document

Options Sheet

If you want to add options to a FlowPort job, you can
create a Document Options Sheet. The following
checkboxes can be added to a Document Options Sheet:

• Document Management Field

• Network Accounting

Note: If you include Document Management Field
checkboxes, you must use the Document Options Sheet
with a Distribute Document Cover Sheet that has a
checkbox for storing to a repository. See

“Storing a

document with document management fields” section
on page 5-25

To add Document Management Fields:

“Login to

the FlowPort Web Centre” section on page 2-2

Click the Forms button.

In the Forms and Applications page, under Distribute
Document, click the New Cover Sheet.

In the Cover Sheet Creator page, click title goes here and
enter a title in the Title box.

To add a Document Management Field checkbox, from
the menu, click Document Management Field.

Click on the lower blue arrow.

In the window, enter the following:

Checkbox label—the text you want to appear on the
form next to the checkbox (usually the value of the
property, such as "Case-2401").

Field name—name of the field.

Note: Property names are usually case-sensitive; enter
names exactly as they are defined for a repository.

Field Value—value of the field.

Hidden—click if you want all the documents stored to
the repository to have this value automatically associated
with them . No document management field checkbox
appears on the form if you select Hidden.