About assigning document property values - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Use-Documents/Foundation-24.1/Use-Documents/Use-Identify/Identify/Assign-document-properties/About-assigning-document-property-values - 2024-04-02 - Perceptive Content use document properties to store, secure, and retrieve a document. Many document properties exist and you assign a set of these properties to best fit your organization's business needs.

Use Documents

Platform
Perceptive Content
Product
Use Documents
Release
Foundation 24.1
License

Perceptive Content use document properties to store, secure, and retrieve a document. Many document properties exist and you assign a set of these properties to best fit your organization's business needs.

When your administrator defines the properties for a document in a capture profile or an application plan, the administrator defines the method you use to assign property values as well as the type of information you can assign.

To make a document distinguishable from other documents, you must assign a Type value from a pre-defined list of values. In addition, depending on how your administrator defined the properties for a document, you must assign a unique name and location (a name along with a folder) or a unique set of document keys (Drawer along with Field1, Field2, Field3, Field4, or Field5).

Suppose, for example, that your administrator creates a capture profile for you to scan new employment applications. In the capture profile, your administrator might specify for you to assign property values to a new employment application by linking it to a record in your business application, scanning a barcode with the new employment application, manually entering property values, or using a combination of these methods. Your administrator will specify the method in the capture profile that best fits your organization's process to capture new employment applications.