About fields on a document detail page

Enter a short title for the document.

Here you see the number of the case to which the document belongs.

If the document is a supplementary document, it is associated with a main document. Shows the ID number of the main document.

The name of the user who created the document is entered here by default. You can assign a different case handler.

When saving a document, your responsible unit (responsible department) is automatically added. You can change it later.

The document type indicates whether the document is, for example, incoming, outgoing or internal.

Shows the group to which the document belongs. For example, Decision, Confirmation or Consultation.

The available states are defined by your organization.

See Also

Edit document state.

There are two mail lists:

• Public mail list for today – All incoming letters with created date today, which are set on the public mail list.

• Internal mail list for today – All incoming letters with created date today, which are set on the internal mail list.

All users can view both the public and internal mail lists.

Enter today's date or the date found on the incoming letter.

Here you can type the date on which the document should be answered.

You can enter a description of the document's contents in this field.

You can edit keywords directly in the field.

See Also

Add or remove keywords.

The name of the person creating the document is entered by default.

The creation date of the document is entered by default. This field cannot be edited.

The document by default has version number 1. When versioning the document for the first time, the new version of the document is assigned version number 2.

Displays the sent date for outgoing mail or the received date for incoming mail.

Defines who has permission to view the document. The read access codes of the document are a combination of the access codes from the case and the codes assigned to the document itself when it was created in WorkZone.

The text of the access code is displayed by default, but a system administrator can edit your configuration and change the field parameter to display the actual access code instead.

See Also

Add or remove read access to a document.

Defines who has permission to edit the document. The write access codes of the document are a combination of the access codes from the case and the codes assigned to the document itself when it was created in WorkZone.

The text of the access code is displayed by default, but a system administrator can edit your configuration and change the field parameter to display the actual access code instead.

See Also

Add or remove write access to a document.

This field shows which program should be used to open the file (document).

Informs whether the Danish National Archives accepts the current document type. This field is available in read-only mode.

Classification orders and prioritizes data based on its sensitivity. By default, classification code is inherited from the related case, but you can change it in this field. Note that supplementary documents inherit classification code from their main documents.

Indicates which retention policy is assigned to the document. Retention policy defines the following rules:

• time during which the document should be retained in the database;
• access code which is required for permanent document deletion.

Indicates until what date the document should be retained in the database when the case is closed.

The field is updated with the Retention date field of the case when the case is closed.