Assign a custom property to a document type - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

To assign a custom property to a document type, complete the following steps.

1. In Management Console, in the left pane, click Document Types.
2. On the Document Types tab, select the document type for which you want to assign a custom property and then click Modify.
3. Optional. In the Document Type dialog box, on the Custom Properties tab, to filter the available custom properties by data type, in the By Type list, select the data type you want.
4. In the Document Type dialog box, on the Custom Properties tab, in the Available list, select the custom property you want to add, click Add, and then, on the Add Custom Properties confirmation dialog box, click Yes.
5. If the document type is already in use, in the Add Custom Property dialog box, determine how to populate existing custom property values for all documents that are assigned any document types that use this custom property:
   • Select Use the Default Value assigned to this property to automatically populate existing custom properties with the default value you specified when you created the custom property.
   • Select Leave blank to populate existing custom properties with no value.
   • Select Use to type or select a value to populate existing custom properties.
6. Click OK and, if you receive another confirmation dialog box indicating the update could take a long time and use significant resources, click Yes only if you are sure this will not create an unacceptable delay. Otherwise, click No or Cancel and repeat the procedure during non-peak hours.
7. Optional. To make a custom property required, in the Added list, click once in the column in front of the custom property until is displayed. A required custom property must contain a value whenever the associated item is linked or you change the document type of the associated document.