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Wizard & Document Properties
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People Tab
The people lists are populated by a combination of UT staff and faculty from DEFINE (plus student workers) and people from outside of UT that are manually entered in the vault. To add a non-UT name to the people list, refer to the Add People to the Lookup List help section.
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Notes Tab
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| Property | Required or Optional | Value or Response |
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Notes | Optional | Use the Notes field for the following: - a mail log number from the legacy FileMaker Pro system
- special instructions related to the retention or management of the record
- any pertinent information related to the record
| Keywords | Optional | Select from the list of available keywords. The Keyword property can contain multiple entries. | Delivery Method | Optional | Click on the lookup button and select the appropriate delivery method (if applicable). | Special Handling | Optional | Click on the lookup button and select a special handling instruction (if applicable). |
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All Tabs
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| Column |
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| Property | Required or Optional | Value or Response |
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Set Values To:
System Defaults button | NA | Overwrites property values and replaces with system default values. Action available for new documents only. | Set Values To:
My Defaults button | NA | Overwrites property values and replaces with individually defined default values. Action available for new documents only. | Set Values To:
Overwrite Existing Defaults button | NA | Save new personal default values. Action available for new documents only. | Copy Existing Document Values
Current Selection | NA | Copies the property values of a selected document and applies the values to the new document. The new document and the selected (existing document) must be the same Document Type (Internal or External). Action available for new documents only. | Copy Existing Document Values
Browse to Document | NA | Click to browse to the document containing the property values that you wish to copy into the new document. Action available for new documents only. | Document Name button | NA | Click this button to display the document name. | Delete Source | NA | Selecting Delete Source will delete the document (e.g. MS Word file, PDF, etc.) from its original location (e.g. your hard drive, the network, the scanner drive, etc.) as soon as you click the Finish button. The default for this setting is off and you must select it in order to delete the file from the source when you submit your document to the vault. Use this feature carefully as the document source is actually deleted and isn't simply moved to the recycle bin from where it can be restored. | View button | NA | Allows you to view the file without launching the application. | Finish | Required | Click finish when ready to submit. All required fields must be completed in order to finish and submit. Any required fields not completed will be highlighted in yellow in the Wizard if you select Finish. | Cancel | NA | Cancels the document Wizard, all property and data will be lost. |
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