The technical document type name, i.e. an identifier that must be unique

This identifier can be changed since a document type is internally still associated with a unique, fix ID that is generated at creation time.

This identifier is the same as the document type name that can be updated via the web service operation “updateName”.

If you use the web services to rename a document type and still want to use the client in the common manner, further renaming actions are required to reach again a consistent state because the client uses a scheme where attribute names contain the document type name as a prefix. All the following manual steps are needed in this case:

• Rename the document type itself.

• Rename all attributes to match the new technical name of the document type.

• Update the document type presentation to match all new technical names (concerning the document type and the attributes).

Similarly, any kind of renaming of elements (like attributes) in a document structure must be considered carefully because other external operations (like adding or removing attributes or constraints) can rely on the initial names that were propagated within the system. There is no automatism that updates roles, document types, retention plans or any other effected configurations as of now, this must be taken care of by the admin as a part of the process manually.

The display name of the document type, initially equal to the identifier

The name can be specified in several languages by using the link Localize.

A pattern to define an explicit document title, which overrides the default behavior

By default the document title is generated from the localized document type name and from the values of such attributes that have been configured as the document designator. This default behavior can be overridden by specifying a pattern based on placeholders and hard-coded separators.

The following placeholders are supported. These must be specified in square brackets, each one starting with a dollar sign

• the technical document type name (an identifier)

• the technical attribute name

Example:

Assume that the current language is English and that the pattern for the document type “offer” is set to the following:

$[offer] - $[offer.number]

When displaying a document, the document title could result in something like this:

Proposal - 0815(Hardware)

In this example, it is assumed that the document type with the identifier “offer” has the display name “Proposal”.

A short description of the document type, initially equal to the identifier

Description is displayed as a tooltip within the document type selection list when a document type is chosen.

The description can be specified in several languages by using the link Localize.