Set up document properties

Document properties vary based on the document’s class. You can configure existing properties or create new properties to match specific document classes. Document properties support only "Text" and "Date time" field types.

To create a property:

1. Click to open the System Designer.
2. Go to the System setup block → Lookups.
3. Open the Document properties lookup.
4. Click New. This opens a page.
5. Enter the name of the new property.
6. Save the changes.

As a result, Creatio will add the property. Connect it to the document class to be able to use it live.

To make a property available for a specific document class:

1. Click to open the System Designer.
2. Go to the System setup block → Lookups.
3. Open the Document properties in class lookup.
4. Click New.
5. Select the property in the Property column.
6. Select the document class in the Class column.
7. Save the changes.

As a result, the property will appear automatically in the Properties list when you create a document that has the specified class or change a class of an existing document.

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See also

Customer Management overview

Enhancements by other Creatio apps

Manage document properties

Create an evaluation

Set up evaluation process