Code and Name

For most document instances that you create, you will define a code and name. Defined codes are used to select, reference, group, sort, list, and report information. The name helps to further identify the instance associated with the code.

Field Description
Code

Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed. Up to 16 characters can be entered.

Name

Enter a name to describe the document. The name does not have to be unique. Up to 128 characters can be entered.

Edits to Code and Name

When a document is in a draft state while it is initially added, the code can be edited. Once a document is submitted and moved to the final state, most codes cannot be edited again.

Display Name

The Display Name is a system property on every document that uses a configurable formula to derive a user friendly name for the display and search of each document instance. The typical formula is Code – Name (for example, FEDX – Federal Express), which can be configured independently in each document type based upon your specific needs .