Container Creation Settings

The automatic creation of records to be used as containers can be configured for Origins, Classifications that are available to the auto-classification process, as well as Check In Styles.

The Configure Settings option is enabled by selecting the following options:

• Origins - Defaults tab - enable the Create containers when importing documents option
• Classifications - Auto-Classification page - enable the When auto-classifying a document find or create a suitable container option
• Check In Styles - Container tab - enable the Find or create a container when creating a new record option

Create Container Settings options

• Record Type for container - select the Record Type to be used when a new container is created. Either select a recently used container using the drop-down recents list, or click the KwikSelect to search for and select the required Record Type.

• Limit container sizes - maximum number of contained items - select for Content Manager to fill a container with this number of items and then create a new container when the limit is reached.

The following options are used in conjunction with the Use the default template for creating the container title and the Use a custom template for creating the container title options. The selected options will provide the values for the created container's title.

• Create containers for each different owner location - select for Content Manager to create a new container for each Location that is Owner on the created/imported records.
• Create containers for each additional field value - Additional Field name - select for Content Manager to create a new container for each additional field value.

• Create containers for different date created ranges - create new date range container for every - select for Content Manager to create containers for created/imported items whose Date Created is within a certain range and select the range to use.
• Use the default template for creating the container title - select this option populate the created container's title with values from the selected placeholder(s) for the options selected above.

• Use a custom template for creating the container title - selecting this option allows text other than placeholder values added to the created container's title. Type in the text to be populated as the container's title. If required, click the KwikSelect to select from the available placeholders to be added to the title, for example Classification, Owner, Date Created.