- Title: Enter title of the document.
- Document type: The document type indicates whether the document is, for example, incoming, outgoing, or internal.
- Classification: Classification orders and prioritizes data based on its sensitivity. By default, the classification code is inherited from the selected case, but you can change it in this field. Note that supplementary documents inherit classification codes from their main documents.
Important:
- Classification on the unsaved document is updated every time you change its main document or case.
- Classification on the saved documents is not automatically updated when you change classification on the documents' case or main document.
- State: Document state shows what you can do with the document: who can see and edit it, and what can be edited. The document state is reflected in the document's life cycle.
- Personal draft – UP: Can be viewed, edited and deleted by the creator only.
- Draft – UÅ: When you save a document as a draft, you and other people in your department or organization can edit the document in its native program.
- Locked document – UL: The document itself cannot be edited by anyone, but document information can be edited by any user. Once saved, you cannot revert the document state to draft.
- Archived – ARK: The document itself cannot be edited by anyone, but document information can be edited by anyone. Once saved, you cannot revert the document state to draft.
- Case Handler: Responsible contact for this document. By default, this is the contact who created the document. To assign another contact as case handler, remove the contact's name and start typing the required contact's name.
- Document Group: Select the group to which the document belongs, for example, Decision, Confirmation, Consultation.
- Main Document: If your document is a supplementary document, select a main document for it.
- Letter Date: Click the calendar icon to change the letter date. The default value of this field is today's date.
- Reply Deadline: Click the calendar icon to type the date by which the document should be answered.
Note: To allow other employees view, edit and delete your personal draft document, you must change its state to Draft.
Note: When your document is saved in the archive as a supplementary document, the Main document drop-down list is locked. If you want a different main document, you must select it in WorkZone Client.
Note: If you have specified a letter date and a reply date, you should also
add a sender and a recipient. See Manage document parties.