Define Checklist

Explanation

This activity is used to define a check list for document parameters which is used when preparing the document for export. Exporting the document is an irreversible step and defining the check list helps to check and verify if all document parameters are correct.

Prerequisites

In order to perform this activity, a document template with content is required to be registered in the system.

System Effects

There are no system effects.

Window

Document Basic Data

Related Window Descriptions

Document Basic Data

Procedure

  1. Open the Document Basic Data window and find a document in which a parameter checklist needs defining.
  2. Go to the Check List tab and create a new record in order to start defining a check list of parameters for the document.
  3. In the Check List Id field, specify a unique id for the list.
  4. Enter a list name in the Name field.
  5. Select the created check list, right-click and click Properties in order to specify the properties which will control document parameters.