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Adding Attributes to Documents

Attributes in the system are nothing more than additional columns that can be added to a selected view. They allow you to store extra data when creating a document.

Step 1: Open the Document Definitions​

  1. In the top menu, click Settings.
  2. Select Document Definitions.

This action should open a window listing the available document definitions. At the top, select the tab corresponding to the document type you are interested in.

Step 2: Add a New Attribute​

  1. Click the Attributes button.

    Document definitions window – “Attributes” button

  2. In the Attributes window that appears, click Add.

    Attributes window – “Add” button

  3. Choose one of the six available data types (e.g., text, number, date – depending on your needs).

    Select attribute type

  4. Enter a name for the attribute and select whether filling in the attribute is required.

  5. Click Save.

Note: After adding a new attribute, the system may require a restart.

Step 3: Make the Attribute Visible in the Documents View​

  1. Go to the documents view.

  2. Press the F6 key or right-click on the column headers and select Choose columns.

    Choose columns in the view

  3. Select the newly created attribute (all user-created attributes have the [A] prefix).

  4. Close the columns window. The attribute will now appear as a new column in the view.

Step 4: Fill in the Attribute Value When Adding a Document​

  1. Start adding a new document.

  2. In the document creation window, navigate to the Attributes tab and enter the required value.

    Entering the attribute value in the “Attributes” tab

  3. Fill in the remaining document data.

  4. Click Save to finalize creating the document.

    View of the “Attributes” tab

Final Result​

In the newly created document within the view, you should see the additional column corresponding to the new attribute you created. It will display the value you entered during document creation, allowing you to enrich the stored data with custom information.