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:
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
checkboxes, you must use the Document Options Sheet
with a Distribute Document Cover Sheet that has a
checkbox for storing to a repository. See
To add Document Management Fields:
1
Log in to the FlowPort Web Centre (refer to the
).
2
Click the Forms button.
3
In the Forms and Applications page, under Distribute
Document, click the New Cover Sheet.
Document, click the New Cover Sheet.
4
In the Cover Sheet Creator page, click title goes here and
enter a title in the Title box.
enter a title in the Title box.
5
To add a Document Management Field checkbox, from
the menu, click Document Management Field.
the menu, click Document Management Field.
6
Click on the lower blue arrow.
7
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").
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.
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.
the repository to have this value automatically associated
with them . No document management field checkbox
appears on the form if you select Hidden.