Before you can use Document management, set up the parameters and document number sequence on the Document management parameters.
| 1. | Click Action and document management design. |
| 2. | Click Document management parameters. |
| 3. | Sub-task: Set general document management parameters. |
| 3.1 | You can define the default language for templates. |
| In the Default language code field, enter or select a value. | |
| 3.2 | You can set up form buttons to create documents. On the related dialog, by default, you can select one document type to create a one document. You can allow to select several document types to create several documents in one go. |
| Select Yes in the Allow multi-select when creating documents field. | |
| 3.3 | You can define a fallback email address that is used when no from-email address is set up for or found by a document type communication profile. |
| In the Test email address from field, type a value. | |
| 3.4 | You can define a fallback email address that is used when no to-email address is set up for or found by a document type communication profile. |
| In the Test email address to field, type a value. | |
| 3.5 | You can define a fallback subject that is used when no subject is set up for or found by a document type communication profile template. |
| In the Default subject field, type a value. | |
| 3.6 | You can define a fallback address type that is used when no addressee type is set up for or found by a document type communication profile scenario if the output type is Email. |
| In the Fallback addressee type email field, enter or select a value. | |
| 3.7 | If you have set the Fallback addressee type email, you can select the entity that serves as the fallback addressee if the output type is Email. |
| In the Fallback entity ID Email field, enter or select a value. | |
|
Note: The addressee type entity defines from which entities you can select. For example, if the addressee type entity is Customer, you can select a customer. |
|
| 3.8 | You can define a fallback address type that is used when no address type is set up for or found by a document type communication profile scenario if the output type is XML. |
| In the Fallback addressee type Xml field, enter or select a value. | |
| 3.9 | If you have set the Fallback addressee type XML, you can select the entity that serves as the fallback addressee if the output type is XML. |
| In the Fallback entity ID Xml field, enter or select a value. | |
|
Note: The addressee type entity defines from which entities you can select. For example, if the addressee type entity is Customer, you can select a customer. |
|
| 4. | Sub-task: Set number sequence. |
| 4.1 | Click the Number sequences tab. |
| 4.2 | Before you can generate number sequences for Action management, you must initialize the Document management area and related references. As a result, these become available in Organization administration > Number sequences. |
| Click Initialize references. | |
| 5. | Sub-task: Generate number sequence. |
| 5.1 | Go to Organization administration > Number sequences > Number sequences. |
| 5.2 | Now the Document management area and related references are available, you can generate number sequences for the references. To do so, finish the wizard. You can generate number sequences for each reference for each required company. When generated, the number sequences are automatically filled on the Document management parameters. |
| Click Generate. | |
|
Note: You are advised to define a distinctive constant for each generated number sequence. For example, for the number sequence for documents, define the constant 'Doc'. |
|
| 5.3 | Close the Number sequence page. |
| 6. | Sub-task: Change number sequence. |
| 6.1 | Click Action and document management design. |
| 6.2 | Click Document management parameters. |
| 6.3 | You can manually change the automatically filled Document management number sequence. |
| Click the Number sequences tab. | |
| 7. | Close the page. |
| Related to | Notes |
|---|---|
|
Set up Document management |
