Configuring Properties Placeholders - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Document Composition

Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

In the Create New drop-down list, Properties inserts the specified User Property from the user creating the document or the specified Document Property from the source document.

To create a Properties Placeholder:

  1. From the Create New drop-down list, select Properties.
  2. The Properties dialog box is displayed:
  3. From the Available Properties list, select a Property, or hold Ctrl to select multiple Properties.

    Select from the following:

    • Current User's Display Name- Either the name or the real name of the current user's account, depending on Global Client Settings configuration.

    • Current User's Email Address- The specified email address of the current user's account.

    • Current User's ID- The unique system-assigned number of the current user's account.

    • Current User's Locale- The Windows system locale of the current user's workstation.

    • Current User's Name- The specified name of the current user's account.

    • Current User's Real Name- The specified real name of the current user's account.

    • Document Date- The Document Date of the source document.

    • Document Handle- The Document Handle of the source document.

    1. To add Properties to the Selected Properties list, double-click a single Property or click Add Selected Items.

      To add all available Properties to the Selected Properties list, click Add All Items.

    2. To remove Keywords from the Selected Properties list, select a Property or hold Ctrl to select multiple Properties. Double-click a single Property or click Remove Selected Items.

      To remove all available Properties from the Selected Properties list, click Remove All Items.

  4. Click OK.