General tab: fields and settings options

If you use a template for your document, the Subject of the template is automatically enter into the Subject field. You can edit the text.

Depending on the selected template, you can access additional fields and options on this tab.

Number

If you click the icon, a number is created automatically. A number automatically created by the system is based on the criteria determined by the administrator.

It might occur that you create a data record with the number already existing. In this case, the administrator has defined that this field ist automatically filled in when creating the data record. You can change the default number.

Document language

Furthermore, this setting enables automatic functions for letters, form letters, and e-mail campaigns.

Category and tags

Category: clicking the icon to the right opens the category window with input help. Tick the checkbox in the right column to assign a category to the current data record.

Input help options are defaults for specific fields in data record windows, for example, for business sectors in the Sector field.

The administrator defines input help options in the Management Console and can determine whether users can add any additional values to the already existing default values.

If you enter a category manually it must match a category of the selection window. If the entry does not match, the input is rejected.

Participants

You enter users, groups, or resources directly into the Participants field.

Data record participants

If the invitation management is activated, you can also enter e-mail addresses in appointments.

Appointments in CAS genesisWorld

Alternatively, you open the Select participants window using the corresponding button.

Select participants window

If you wish to maintain a certain level of data protection, then you should activate the private or confidential options.

Thus, you limit the external access rights.

Parent links

Data records that are linked to each other via primary links, are displayed as links. By clicking these links, you can open the respective data records.

Type and status

Type and Status are drop-down lists, in which you can select an entry from a list by means of input help. These fields are only available in the Premium Edition.

Your administrator defines the input help options for type and status as well as the functions which depend on them.

Archive files

Opening archive files

With Open file for editing, you start the respective default program for the file.

You can immediately edit the file in the respective default program.

The Document lock prevents two users from editing a document simultaneously. When you open a document which is another user has already opened, you will receive a warning notification. You will still be able to open the document albeit in read only mode.

With Open file in read-only mode, you start the default program and the file opens in read-only mode.

If a file cannot be edited, you can only open the file in read-only mode. Internet addresses for example cannot be edited.

Notes

You can enter Notes if you want to record further information on the data record.

Notes can be created for all data records. You can enter any text in this field. Use the time stamp button to automatically fill in your user name, the date and the time.

You can use, for example, the notes field for tasks with several working steps that require you to communicate with colleagues. Each data record change is marked by a time stamp. Progress and results are thus easy to reconstruct.

Enter a text.

Click on Insert time stamp. With this button, you insert your user name, the date and the time at the beginning of the notes.

You can insert pictures and format texts and so on in the notes field.

CAS genesisWorld text editor