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Document management

Configuring datasheets for the document details page

This section explains the datasheets that customise the information shown on the
Details
 tab of the document details page. For information about datasheets that generate customised views of document lists, see Working with datasheets.
Datasheets for details pages are used to surface document metadata and questionnaire answers on the document details page.
Document data surfaced via a datasheet.
To enable datasheets for document lists and for document details pages, you need to check
Datasheets
 checkbox in
Admin > Features
.

Creating datasheets

To create a datasheet:
  1. Go to
    Admin
     >
    Datasheets for details pages
    .
  2. Click
    Add datasheet
    .
  3. Define datasheet parameters:
    1. Datasheet name
       - set a unique name for the datasheet.
    2. Used in
       - select Document details to surface data on the document details page or Matter details to surface data on the matter details page.
  4. Specify what data datasheet should contain.
    1. Click
      Add variable
      .
    2. Select template and variables and click
      Add
       button.
      Add variables to a datasheet.
    3. Click
      Save
       to save the selected variables.
If a variable is used in a Repeat you can specify a specific repeat occurrence by entering the number of the Repeat in the
Repeat context
 field.
note
If you have multiple Templates that use the same Variable, you do not need to add the Variable from each Template. If the Variable name and type are the same across all Templates, you will only need to add the Variable as a Column from one Template.

Viewing datasheets

You need to apply the datasheet to a template to be able to see it on the document details page:
  1. Go to
    Templates
     and select the required template.
  2. Select the datasheet from the
    Datasheet
     dropdown on
    Template details
    .
    Selecting datasheet for a template.
  3. Click
    Save
    .
note
To apply the datasheet to Matters you need to define the datasheet for the Matter template.
To view the datasheet:
  1. Select the document created from the template with configured datasheet.
  2. View the
    Document details
     tab that should contain the data defined by the datasheet.
Document details defined by datasheet.

Editing datasheets

To edit the datasheet, select it in
Admin
 >
Datasheets for details pages
.

Deleting datasheets

To edit the datasheet, check it in
Admin
 >
Datasheets for details pages
 and click
Delete
.

This article applies to:

  • Product: Contract Express