If you check the Fill Document Handle Keyword(s) check box, the new document and the primary document inherit each other's document handle number for the Document Handle Keyword Type. The Document Handle Keyword Type must be assigned to both Document Types involved in the exchange. This configuration enables the new form, which had no link to the primary document via a common keyword, to become a related document based on the document handle when actions and rules are configured to use the Document Handle option to identify related documents.
If the primary document belongs to a closed or cutoff Records Management folder, the Document Handle Keyword Value will not be copied from the new document to the primary document.
Keyword Handling
The following table describes the behavior for copying a keyword from a primary item to a related item or a new E-Form.
Primary Document |
Related Document /New E-Form |
Behavior |
---|---|---|
Keyword |
Keyword |
Copy |
Keyword |
Keyword Group |
Copy |
Keyword |
Multi-Instance Keyword Type Group |
No action taken |
Keyword Group |
Keyword |
Copy |
Keyword Group |
Keyword Group |
Copy |
Keyword Group |
Multi-Instance Keyword Type Group |
No action taken |
Multi -Instance Keyword Type Group |
Keyword |
No action taken |
Multi -Instance Keyword Type Group |
Keyword Group |
No action taken |
Multi -Instance Keyword Type Group |
Multi-Instance Keyword Type Group |
Only copy if they are the same Multi-Instance Keyword Type Group (means they have the same identification number) |