Document Types | eptos Dictionary Documentation

Overview

User with Document Manager Viewer and Document Manager Editor rights is allowed to visualize Document Types.

When opening the Document types menu entry in Document Manager, user sees the Document types Tabular view.

Here all available Document types available in the system are listed.

Further details on the graphical user interface are on page Graphical User Interface and Basic Functions.

General Information

Document types listed in the tabular view are provided with radio buttons. This means that only one Document type may be selected at a time, multi-selection not being an option.

Above the Tabular view is displayed an options bar containing following manage options:

Option Icon	Option Name	Description
	View	Allows user to see the attributes of selected Document type (is described in more detail in separate chapter below)

View

In order for user to view a Document type, first the desired object needs to be selected by radio button, then option View needs to be selected. System opens view Document type interface.

Here user sees all Document type attributes and the value which was defined for them at Creation as well as the visibility by roles.

Tab General

In this tab user may see what attributes a Document type has and define values for them.

Attribute Name	Input option	Description
Name *	Free text insertion field with autocompleter	Field is mandatory. Allows user to set a name for the Document type.
Is supertype	Check-box	Allows user to create a Document type defined as a supertype. Note: When creating a Document type of type supertype, only attribute Name is required.
Supertype	Selector	Allows user to select a supertype for the new created Document type. Document type will inherit from the selected supertype.
Filter pattern *	Free text insertion field with autocompleter	Field is mandatory. Allows user to define what file types system should allow as attachments: e.g. .pdf, .xlsx.
Max. / Item	Free text insertion field	Allows user to determine what is the maximum amount of Documents of this type that are allowed to be assigned to an Item. The maximum can be set of 2 digits.
Max. / Version	Free text insertion field	Allows user to define maximum numbers of versions. Documents have a versioning mechanism. If the number is not manually set, the default is null (unlimited).
Max./Producer	Free text insertion field	Allows user to determine what is the maximum amount of Documents of this type that are allowed to be assigned to a Producer. The maximum can be set of 2 digits.
Max. size in bytes	Free text insertion field	Allows user to define the maximal size of the Document type in bytes.
Has document ID	Check-box	Allows user to decide whether the Documents of this Document Type has Document ID or not.
Has name length limit	Check-box	If check-box is ticked, it allows user to set a maximum characters limit for Document name. The name limit is set via script from validation framework. The script that validates the length is as follows: default is 80 (no Document Type) no max length set → 80 max length set → 30
Business version required	Check-box	If check-box is ticked, it allows user to decide whether document of that specific type has a business version or not. Each document type has the flag whether the document of that type requires this version. It is represented as a string.
Browser supported image	Check-box	Allows user to set images that will be attached to this Document type as browser supported images.
Scalable image	Check-box	Indicates that the format is a vector-format and not a pixel-format and thus allows looseness scaling. If check-box is ticked, it allows user to enlarge or scale the attached image without impacting file quality/clarity.
Has predecessor	Check-box	Allows user to see whether Document Type was defined as having a predecessor and what predecessor. If check-box is ticked in an Document Type (i.e. STANDARD), user is allowed in Create Document user interface to optionally select predecessor Document for the new Document to be created if user selected for this new Document STANDARD as Document Type. If “Has predecessor” check-box is not ticked, field “Predecessor” is not even generated in create new Document user interface.
Default for system generated	Check-box	Allows user to set a default Document Type for system generated Documents. There needs to be a default Document Type set for system generated Documents.
Upload allowed	Check-box	Allows user to decide whether for this Document Type system should allow file upload. If check-box is ticked, system allows file upload.
Delete allowed	Check-box	If check-box is ticked, it allows user to organize Document deletion.
Exchange code	Free text insertion field	Allows user to send Document types to external systems.
Characteristic icon	Add new characteristic icon option via browse / upload document option Remove characteristic icon	Visual icon which is displayed in eptos to indicate a Document that it is of this type. Since some images are copyrighted, Paradine will not hold instances of them in Paradine's system (no static image as a file). The user can upload the thumbnail (document type image) him/herself. The maximal size in pixels in KB and possible formats are configurable. Ex: Allowed file formats: jpg, png, gif
Searchable by full text default	Check-box	Allows user to define new created Document Type as indexable when sent to Search Engine. It indicates to the system how the Documents of this type should be handled in Search Engine after they are sent there. That means that all Documents which will be created of this type will automatically receive the Search Engine indexable flag. After being sent to Search Engine, system allows fulltext search for instance. Example: PDF allows, while GIF doesn't.
Internal	Check-box	If check-box is ticked, it allows document type visibility control in document search, view and edit dialogs. Document types still can be viewed in list view, in document type column and document detail view. The visibility of "Internal" document types can be overwritten from by user with Admin rights.
SE Relevant	Check-box	If check-box is ticked, it allows user to set Document as Search Engine relevant under certain conditions. For instance, if an Item will be sent to Search Engine and it has assigned a Document of a type that is SE Relevant, then the Document will also be sent.