File attributes
The File attributes tab allows you to create and edit file attributes.
File attributes allow users to provide metadata for documents. Users can manually enter the file attribute values or upload them via a CSV file. For further information on file attributes, please see the User Manual: Document info.
What is the purpose of file attributes?
If the dossier template has been configured accordingly, specific file attribute values can trigger the application of particular extraction and/or transformation rules. Therefore, we recommend specifying the file attribute value in the preparation phase (i.e., before users start reviewing).
You can use file attributes as filters. That allows users to filter for documents with a specific file attribute value or property.
How to get there:
User menu > Settings > Dossier templates > Dossier template > File attributes
File attributes
What can you do there?
Click New attribute.
The "Add new file attribute" dialog opens. Mandatory fields are marked with a blue asterisk.
"Add new file attribute" dialog
Complete the dialog form. Our dialog guide below will help you.
Then save your selections.
CSV Column Header: | Specify the column header the users need to use for the respective file attribute in their CSV file. That becomes relevant if the user uploads a CSV file with the file attribute values instead of manually entering the file attributes. |
Type: | Please indicate the format users shall use when entering the file attribute. Available options: Date, Number, and Free Text. |
Make Read-Only: | Enable this option if you do not want the user to be able to enter a value for the file attribute inthe app. |
Set as Primary: | DocuMine displays the value inserted for the primary attribute below the document names in the users' file list. You can only make one file attribute the primary attribute. |
Filterable: | Filterable attributes can be used as document filters. That means: Users can filter their documents by these attributes. All values that exist for the attribute will be displayed as filter options. |
Displayed in File List: | If you enable this option, the file attribute will be displayed in a column of the document list. Due to space limitations, you can enable this option for a maximum of 3 file attributes. |
Are you looking for a particular file attribute?
Enter the name of the attribute you are looking for into the search bar next to the New attribute button.
You can upload a CSV file with all the file attributes you want to create for a dossier template and configure them.
This is helpful for batch processing and uploading of file attributes.
Click Upload file attribute configuration
.The “Select CSV columns to use as file attributes” window opens.
The "Select CSV columns to use as file attributes” window
Select the CSV columns you want to use as file attributes.
The file attributes are added to the table on the right.
Select the file attribute properties. Our dialog guide below will help you.
Then save your selections.
Name | Edit the name by clicking Edit |
Type | Please indicate the format users shall use when entering the file attribute. Available options: Date, Number, and Free Text. |
Read-Only | Enable this option if you do not want the user to be able to enter a value for the file attribute. |
Set as Primary (attribute) | DocuMine displays the primary attribute’s value below the document name in the users' file list. Only one attribute can be primary. |
If you activate the Support CSV Mapping option, users can upload a CSV file containing the file attribute values for an entire dossier. The file attribute values are automatically mapped with the respective dossier documents.
Click Configurations
.The "Configurations" dialog opens. The mandatory fields are marked with a blue asterisk.
Complete the dialog form. Our dialog guide below will help you.
Then save your selections.
Support CSV mapping | Click the toggle to enable/disable CSV mapping. |
Key column | Define the CSV key column name (header column name) of the column containing the file names. That allows DocuMine to set the file attribute values contained in the other CSV file columns. |
Delimiter | Enter the CSV file delimiter. |
Encoding type | Select the CSV file encoding type. |
How to edit or delete an existing file attribute:
Hover over the list of file attributes and stop on the file attribute you want to edit.
The Edit and the Trash buttons appear on the right.
Click Edit.
The "Edit file attribute" dialog opens. It looks exactly like the "Add new file attribute" dialog.
Adjust the details in the dialog, and save your changes.
To delete, click Delete.
Edit or delete file attributes
CSV column Header: | Specify the column header the users need to use for the respective file attribute in their CSV file. That becomes relevant if the user uploads a CSV file with the file attribute values instead of manually entering the file attributes. |
Type: | Please indicate the format users shall use when entering the file attribute. Available options: Date, Number, and Free Text. |
Make read-only: | Enable this option if you do not want the user to be able to enter a value for the file attribute. |
Set as primary: | DocuMine displays the value inserted for the primary attribute below the document names in the users' file list. You can only make one file attribute the primary attribute. |
Filterable: | Filterable attributes can be used as document filters. That means: Users can filter their documents by these attributes. All values that exist for the attribute will be displayed as filter options. |
Displayed in file list: | If you enable this option, the file attribute will be displayed in a separate column of the document list. Due to space limitations, you can enable this option for a maximum of 3 file attributes. |
Are you looking for a particular file attribute?
Enter the name of the attribute you are looking for into the search bar next to the New attribute button.
What happens if I change the file attributes?
Changing or deleting a file attribute will affect all the dossiers linked to the respective dossier template. Therefore, consider carefully before changing an attribute.