Master Properties

Every document stored in DocLink is assigned to a document type (called form types in previous versions of DocLink), such as a purchase order or check.  Each document type is defined by one or more properties.  The document type and properties are used to identify and retrieve the document.  Document types and their associated properties must be configured before documents can be assigned to those document types.

In DocLink, documents can also be changed into a similar but altered document type - called a document sub-type - based on the template that is applied.

For example, a customer invoice is printed from the accounting system and captured in DocLink.  The customer invoice template is associated with the document and stored in DocLink as an invoice.  The packing slip template is also applied to the document and is stored in DocLink as a packing slip.  Both the invoice and the packing slip can be retrieved from the DocLink database.

In this example, the master document type is an invoice.  The document sub-type is the packing slip.  To automatically route a document sub-type to recipients, create a routing list for the document sub-type using Output Manager. Please refer to the Routing List - Output tab for more information.

It's suggested that you avoid creating multiple properties for the same type of information.  For example, if you want to index both vendor invoices and purchase orders with a vendor number property, don't create two separate vendor number properties.  Simply create one vendor number property and associate that property with both document types.  Utilizing the same property will make the retrieval process easier. When configuring document types, make sure the documents are indexed with the information necessary for retrieval or routing by all DocLink users.  For example, the AP clerk might use vendor number and invoice number to retrieve vendor invoices.  A department head might need to use vendor name and date because they don't routinely have access to vendor numbers or specific invoice numbers.

From the Master Properties dialog window, you can add, edit, copy, and delete properties.

Create a New Master Property

Edit a Master Property

Copy a Master Property

Delete a Master Property