You can create one or more recommended titles for use with a particular category. Then, when users create new document numbers in that category, they can select a recommended title from a list.
This feature is one of a number of category default settings. Used in conjunction with other category defaults (such as templates, and pre-filters, described in other articles in this section), this streamlines the document creation process for end users, and makes for consistent content.
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Using recommended titles
You can set one or more recommended titles for a category. This provides consistency when creating new documents under the category.
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To set recommended titles:
- Browse to the category, click Defaults, and display the Recommended Titles tab.
-
Enter a recommended Document Title.
You can click Variables to use predefined variables as part of the title definition. See this help topic.
- If the title is to be associated with a particular document type, select the document type from the drop-down list.
- Click
to add this to the list of available titles.
(Click
to remove an existing title.) - Repeat to add other titles.
-
Click Set Recommended Titles.
Now when a user creates a document in this category, they can either enter their own title, or choose from the list of recommended titles.
See this help topic.