Document Properties

How to set and view specific properties associated with the current document.

The Document Properties dialog provides the ability to set and view specific properties associated with the current document.
Note: The Document Properties dialog displays different properties for dynamic documents vs. static documents.

The Document Properties dialog can be displayed for an open document by selecting File > Properties.

Figure 1. Document Properties dialogs for Dynamic and Static document types, respectively


Property Description Applies to Doc Type
Schema Allows you to select the schema to which this document is to be associated
Note: You can only select the schema during document creation. Once the document is created, the Schema selection option is disabled.
 Dynamic

Static
Precedence Unit Allows you to set the precedence level for the document. By default, this value populates with as ORG.WoltersKluwerFinancialServices.Root representing the base precedence structure for an REQ file. Dynamic

Static
Form Name The form name is typically determined prior to authoring the REQ file and is supplied in a requirements document (along with the Document ID and Document Display Name). The naming convention for a form name is to mirror the document name with no spaces. The form name is also the value used as the REQ file name. Dynamic

Static
Revision Date Allows you to enter a revision date for the document. This date is not automatically updated when the document is saved. Dynamic

Static
Document ID (Required) A value defining the technical name for the REQ file that is used in processing. Valid values include the characters a-z, A-Z, 0-9, underscore, and a dash; invalid characters include spaces or special characters (&, ‘, []).
  • Dynamic Requirements: The naming convention for dynamic documents begins with INS followed by the form name and then the XML file extension. For example, INS.ContributionInstructions.XML.
  • Static Requirements: The naming convention for static documents begins with XTMP followed by the form name and then the XML file extension. For example, XTMP.PowerOfAttorney.XML.
Note:
  • The Document ID can not be changed after content references have been added to the document.
  • The OK button is disabled until a valid Document ID is provided.
 Dynamic

Static
Document Display Name (Optional) The form name as it is intended to appear in a list of documents. For example, a form name of ContributionInstructions might have a display name of Contribution Instructions. Dynamic

Static
Document Style Identifies the stylesheet used for default metadata values and to define the presentation of the form when a preview is generated. Default choices are:
  • WKFS_StyleGuide
  • WKFS_StyleGuide_Commercial_ModifiedStandard
  • WKFS_StyleGuide_Standard
  • WKFS_StyleGuide_FannieFreddie
  • WKFS_StyleGuide_IntegratedDisclosures
  • WKFS_StyleGuide_URLA
Note:
  • The Document Style list includes only stylesheets located in the Core folder. If the Core folder doesn't exist, the feature defaults to the items in the ContentItems folder.
  • All stylesheets, including custom-named files, are visible in the Document Style list.
 Dynamic

Static
State Used to define a jurisdiction target for the REQ file. Dynamic

Static
Copies Allows you to indicate the number of copies to be made for this requirements file when it is executed/utilized by other tools. The default is 1.
Note:
  • This feature is only available if the Content Type is set to Content.
  • This feature is also supported in Merge Session.
 Dynamic

Static
Content Type Allows you to set the type of content this document is to be considered. Choices are:
  • Content (default)
  • Policy
  • Org
  • Product
  • Common File
 Dynamic
Document List Allows you to select the following options:
  • (Empty): Indicates that this is not a document list document
  • Partial: Indicates the document contains a partial list of documents in the package
  • Full: Indicates the document contains the full list of documents in the package
 Dynamic

Static
eSignature Document Indicates the document is an eSignature document. If this option is not selected, electronic signatures will not appear within the signature fields of the executed document. Dynamic

Static
Logos supported Selecting this option allows a logo to be added to a requirement document. Notice:
  • This option is available for dynamic documents only.
  • The option is selected by default. If the document should not support a logo, verify the option is not selected.
 Dynamic
Generate Barcode Coversheet Selecting this option sets the corresponding attribute in the document to true (see example below) and generates a barcode coversheet.

 Dynamic
SmartDoc Selecting this option causes the smartDoc attribute to be added to the REQ file.

This subsequently adds a new element, SmartDoc, to the PKGD file with a value of 1.02.

When executing a SmartDoc, the Expere Engine returns PDF and XML documents. Also, the XHTML is automatically extracted from the generated XML file and placed into a separate XHTML (.xml) file. The default applications are used to display each document.

When you select the SmartDoc option you can now choose the SmartDoc type using a dropdown to the right. The possible values are Note and HELOC. If no type is set, the value defaults to Note. If you choose HELOC, Requirements Editor adds a new attribute named smartDocType with the value HELOC to the REQ file. When the document is built, that value is added to the PKGD as a SmartDocType element with the selected value (Note or HELOC).

Implementation note: Full end-to-end support for the smartDocType attribute requires an updated Data Dictionary Builder (DDB) on the build server. Ensure Data Dictionary Builder 2 (or later) is installed on build and server environments to enable processing of the SmartDocType element added to PKGD by the Data Dictionary. See System Requirements for build-server prerequisites.

Note: This feature is currently disabled for Static documents.
 Dynamic

Static
Vault Indicates if the document should be vaulted. Dynamic

Static
Financial Asset Indicates if the document is a financial asset. Dynamic

Static
XTemplate (Required) A required value that associates the REQ file to an XTemplate file. Static