The Document Properties

Choose the basic document properties, such as the document name, the specified locale, the branch affiliation, and the validity. You must edit the document properties in the following situations and fill out the mandatory properties at minimum:

  • You have created the document and you want to enter the properties but want to continue editing the document afterwards.

  • You have created and possibly edited the document but cannot yet finish editing it, and you therefore have to save the document with the status In Progress.

  • You have created and edited the document and you are finalizing the document in one work process.

  • The designer has selected the editing of properties as a mandatory step. In this case, the Edit document properties dialog box is displayed immediately after you open the document in the customizing wizard.

A document has the following editable properties:

Property

Mandatory property

Description

Document name

Yes

Enter a name for the document. Possibly, the name is preset according to a defined scheme. You can change or supplement the preset values.

Affiliate ID

No

Note: visible only if the Affiliate ID function is used in your system.

Select an ID from your assigned affiliate IDs. If no affiliate ID is set for you, the ID of the document will be set as follows: As long as the ID of the document is not set, the ID is set by the top dropdown with affiliate reference. When the user selects an entry from the dropdown, the affiliate ID of the entry is taken as the affiliate ID of the document.

Note that you can use this feature to restrict the visibility of the document.

If you are allowed to enter all affiliate IDs, the field supports the search: According to the input, the system searches the affiliate IDs and returns the hits. A maximum of 100 hits are displayed. If more are found, a corresponding display informs, so that you can refine the search.

Validity

No

Enter the validity of the document. Note that the validity is an access criteria.

Locale

Yes

Assign a locale to the document. This decision may have an effect on the content and how it is displayed (for example, the display of numbers or date information).

The document may be created in several languages. In this case, you define a primary locale and the locales #2, #3, and so on.

Note: The number of locales to be defined may change when you insert pages or products in the document. If additional locales are created in these pages or products, the number of locales in the document properties increase accordingly. You may then need to re-edit the document properties.

On the Document tab, you edit the properties and, where necessary, the document variant and size. For information about editing the variant or document size in the document editor, see Variant and Document Size.

Prerequisite: ClosedYou have opened a document in the document editor.

  1. On the Document tab, choose in the Properties area.

    2. The Edit document properties dialog box is displayed.

  2. Edit the mandatory properties: enter a name and specify one or more locales of the document.

  3. Optional: select an affiliate ID and define the document validity.

  4. Choose Save and Close.

The properties are saved.

As well as editing in the document editor, you can also edit the document properties in the Customizing wizard.

Prerequisite: ClosedYou have opened a document in the customizing wizard.

  1. If the Edit document properties dialog box is displayed automatically, go to step 2. If the dialog box is not displayed, choose:

    1. You have created the document and you want to enter the properties but want to continue editing the document afterwards:

      • Choose on the right above the preview in the customizing wizard.

    2. You have created and possibly edited the document but cannot yet finish editing it, and you therefore have to save the document with the status In Progress.

      • Choose Close document.

    3. You have created and edited the document and you are finalizing the document in one work process:

      • Click Finalize.

    The Edit document properties dialog box is displayed.

  2. Edit the mandatory properties: enter a name and specify one or more locales of the document.

  3. Optional: select an affiliate ID and define the document validity.

  4. Choose Save and Close.

The properties are saved:

  • The Edit document properties dialog box was displayed automatically: the document remains open in the customizing wizard.

  • You chose : the document remains open in the customizing wizard.

  • You chose Close document: the document is saved with the status In Progress.To continue editing, see Open.

  • You chose Finalize: you continue with the finalization. See Finalization.

Check which of the next steps is configured for your document: