Assign properties to a document using an application plan - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

To assign location and property values to a document using an application plan that maps to your business application, complete the following steps.

1. Open your content in the business application to which you want to link the new document.
2. In the New Document dialog box, under Application Plan, in the Select an application plan list, select the application plan defined for your business application and click the Get Keys button.
   1. If the Create Location dialog box appears, enter the location values you want and click OK.
   2. If the selected application plan has automatically filled in some values under Location, but others require user input, manually enter the values you want.
3. Optional. Under Application Plan, select the Use as default application plan check box to make the selected application plan the default plan when defining documents.
4. If the Create Location dialog box does not appear, select a location that has already been defined. Under Location, perform one of the following actions.

   Situation	Steps
   Store the document in a drawer.	Under Location, in the Drawer list, select a drawer.
   Store the document in a folder hierarchy	Under Location, click Drawer > Path. Refer to Select a location for completing the steps in the Select Location dialog box. After closing the Select Location dialog box, type a unique name for your document in the Name field.

5. Under Properties, modify the values captured from your business application as needed and select a document or folder type from the Type list.
6. Under Custom Properties, if custom properties display for the assigned document or folder type, modify the values captured from your business application as needed.