Configuring Smart Document Options

Customizing Labels

This feature allows the user to change the labels such as Domain, Group and Artifact in the Document Group section of the Smart Document User Interface (UI).

To change the labels, overtype the default names.

Smart Document API Assembly Configuration

Smart Document API Assembly Configuration provides the ability to hand-off processing to a custom built assembly that supports client-specific logic. It opens the NextDocs architecture to custom events. In this UI section captured in the image below, provide the name of a Dynamic-Link library (DLL) that contains the code customizations for the Smart Document. NextDocs strongly recommends that this feature should be managed by the NextDocs services representative if it is needed.

Enable Copy of Smart Document

Activating the copy feature of Smart Document allows users to copy an existing document and its properties as a base for creating a new document. Refer to Copy a Smart Document for more details.

Enable Move/Reclassification of Smart Document

The move feature allows users to move and/or reclassify the document within the Smart Document folder structure. Documents created using Smart Document are stored based upon the Domain, Group and Artifact selected. After the document is created and stored, if the user determines that one or more of these attributes must be changed, the move/reclassify feature will reclassify the document and move it to the correct location based upon the new Domain/Group/Artifact combination.

The property values that are not modified by the user remains as they are. Refer to Move/Reclassify a Smart Document for more details.

Disable File Upload for Smart Document

The Disable File Upload feature allows the administrator to disable the option to create a document from a file. If this checkbox is checked, the Document Source is defaulted to Create document from template.