Attributes

1. Click the + button.
2. Fill in the attribute details form
3. Apply changes by clicking the Save Changes button in the upper-right corner.

   Discard the changes by clicking the Delete button in the attributes list.

   Note: Applied changes are sent to the server only in these situations:

   • The wizard is finished, when creating a new document type.
   • The Save button is clicked, when editing an existing document type.

1. Click the attribute you want to clone and click Duplicate.
2. A New Attribute form is displayed with pre-filled fields using the cloned attribute properties.
3. Update any of the properties if required.
4. Apply the changes by clicking the Save Changes button in the upper-right corner.

   Discard changes by clicking the Delete button in the attributes list.

   Note: Applied changes are sent to the server only in these situations:

   • The wizard is finished, when creating a new document type.
   • The Save button is clicked, when editing an existing document type.

1. Click an attribute to edit in the list of existing attributes.
2. Perform desired changes in the attribute details form.
3. Click the Save Changes button to apply changes.
   Note: Applied changes are sent to the server only in these situations:

   • The wizard is finished, when creating a new document type.
   • The Save button is clicked, when editing an existing document type.

If there is existing data in these attributes, then some fields cannot be edited.

1. Select the attribute and click Delete in the attribute list.

   If you click Delete in the upper-right corner, the document type is deleted.

2. Confirm the dialog.
   Note: Applied changes are sent to the server only in these situations:

   • The wizard is finished, when creating a new document type.
   • The Save button is clicked, when editing an existing document type.

If there is existing data in these attributes, then they cannot be deleted.

1. Click the attribute for which you want to change the order.
2. Arrows are displayed at the top of the list. With the desired attribute selected, click the up or down arrows to move the attribute in the desired direction.

Alternatively, you can drag and drop attributes into the desired order.

The order is displayed in the detailed document view for all documents of this type.