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DocuMine Documentation

Dossier attributes

Dossier attributes provide additional information about dossiers and complement them. Examples of dossier attributes: dates, free texts, signature scans, or logos.

You can create and edit the dossier attributes in the Dossier attributes tab of each dossier template.

What is the purpose of dossier attributes?

Dossier attributes allow you to allow or require the users to provide further information on the dossiers. For further information on this, please see the User Manual: Edit dossier: dossier attributes.

The placeholders you see in the dossier attributes list are generated automatically. You can use them as placeholders for the attribute values in your report templates. DocuMine generates the reports during the download of files. The actual attribute value will then automatically replace the placeholder. (The users can enter the attribute value at the dossier level.)

How to get there:

User menu > Settings > Dossier templates > Dossier template > Dossier attributes

Dossier_attributes_1_2.png

Dossier attributes

What can you do there?

Create a new dossier attribute

  1. Click New attribute.

    The "Add new dossier attribute" dialog opens. Mandatory fields are marked with a blue asterisk.

  2. Complete the dialog form. Our dialog guide below will help you.

  3. Save your new attribute.

Table 9. Dialog

Attribute type:

Please indicate which format users shall use when entering the dossier attribute value. Available options: Date, Image, Number, and Free text.

Add_new_dossier_attribute_dialog_updated-en.png

"Add new dossier attribute" dialog



Edit or delete a dossier attribute

  1. Hover over the dossier attributes list and stop on the attribute you want to edit or delete.

    The Edit and the Trash buttons appear on the right.

  2. Click Edit.

    The "Edit dossier attribute" dialog opens. It is similar to the "Add new dossier attribute" dialog.

    It also shows the placeholder you can use to include the attribute in your extraction report: {{dossier.attribute.YourDossierAttribute}}.

  3. Save your changes.

If you want to delete a dossier attribute, click Trash.

Dossier_attribute_1_2.png

Edit or delete dossier attribute

Table 10. Dialog

Attribute type:

Please indicate which format users shall use when entering the dossier attribute. Available options: Date, Image, Number, and Free Text.



Are you looking for a particular dossier attribute?

Enter the attribute name into the search bar next to the New attribute button.

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