Document Library Configuration

Document Categories

To create new document category, go to Options & Tools > Document Category, Type, Location.

For creators of print templates (advanced option)

Some document categories are used to find desired document for technical purposes, such as you can use document category to label company logo for invoice print.

The category itself is not sufficient, system finds the proper category not by it's name, but by systemId setting. SystemId setting maps fixed term (text/ident) to internal ID of the record, in this case it'd the newly created document category.

 

Before saving the category (when creating or updating), open Logger application to find out it's ID.

Once you get the ID of the new document category, save it in relation to systemId text string.

Some useful systemIds for print templates:

systemId	Used for
com.atollon.core.admin.documentlibrary.category.logo-mid	In case you want to show logo on print templates, upload the logo to Our Organization's default folder (or the folder associated with the issued invoice Supplier) and label the logo (image) with the document category associated with this systemId.
com.atollon.core.admin.documentlibrary.category.invoice-signature	In case you want to place signature image that is dependent on invoice supplier (usually one of our organizations). Place the image into Supplier's folder and set document category associated to this systemId.