Overview
The Document entity of the Budget Book Builder is where users define each Budget Book. It is the parent record for all Document sections.
Navigation
Budget Book Builder ► Budget Book Documents
Budget Book Documents Screen Fields and Tab
Field | Description |
Application ID | This is a unique identifier that is automatically assigned by the system or manually entered by user depending on parameter. |
Active | It is ‘True’ by default. If it is switched to ‘FALSE’, then this Document is no longer active and cannot be used in future transactions. |
Name | A short description of the Document. |
Description | A detailed description of the Document. |
Page Number Format | Page Number format throughout the Budget Book. |
Institution | Institution selected by the user who creates the Section. |
Creation Date | Creation date and time for this Document. Automatically assigned by the system with current date and time of record creation. |
Different Odd and Even Pages | If checked, indicates that the header and footer will be in odd and even order in the pages of the document. |
Display Header | If checked, indicates that the header will be printed with the document. |
Display Footer | If checked, indicates that the footer will be printed with the document. |
Replace Sections | If checked, indicates that all sections have to be replaced when Document is being generated. |
Generate Table Of Contents | When is Checked, system will generate the Table of Content |
Display Volume In Table Of Contents | Default unchecked, Indicates if volume is to be included in the Table of Contents. |
Date Completed | Shows the completion date of the Document when all sections in Document has been generated |
Is fully Generated | Automatically updated to TRUE by the system when all sections in Document has been generated, to indicate that Document is fully generated. |
Template | Default Template to be used. Only word document is allowed by the system. |
Blank Document | Default Blank Page Document to be used. Only word document is allowed by the system. |
Header Size (In Inches) | Header size in inches to be used during Merge, to determine the size of the page Header added during merge. |
Footer Size (In Inches) | Footer size in inches to be used during Merge, to determine the size of the page Footer added during merge. |
Attachments Tab | It contains files attached by the user to support or detail features of the Document. |
Overview
It contains files attached by the user to support or detail features of the Document.
Attachments Tab screen Fields
Field | Description |
Id | A unique number auto generated by the system. |
Title | Title of the document attached. |
Description | Contains the description of the Attachment. |
Attachment | Document attached, selected from the 'Browse' option. |
Date Time | This shows the date and time of the last operation that has been performed on the attachment document. |
User | User that have uploaded or updated the document. |