Field Name
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Description
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Number
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An autogenerated number for the document. You can edit this field through Object Initialization Rules (OIRs).
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Name
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Type a document name from 1–160 characters. Otherwise, a name is autogenerated based on the file name that you selected as the primary content. You can edit the name if required.
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Description
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Type a text description fewer than 4,000 characters.
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Location
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Select one of the following items:
• Autoselect Folder—Uses a folder location that is predetermined by the object initialization rules for the context.
• Select Folder—Select the folder location of the document from a list of folder and subfolders where the New Document action was launched.
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Life Cycle Template
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If this field appears, select the life cycle template you want to use for the document from the drop-down menu.
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Team Template
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If this field appears, select the life cycle team template you want to use for the document from the drop-down menu.
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