Documents view

Configuration Gate Documents Documents view

The Documents view displays the document types that exist at the current scope level. The document types are scoped at the complex level.

You can use this entity to define document types that can be used for gate documents or any other type of documents, such as invoices, that use an associated style sheet to define the layout of data on the document. Although the Documents view is under the Gate menu, it is not restricted to the gate documents. You can add a document type that you could use in a code extension that is for an entity that is not related to the gate at all.

You can add new documents, and edit or delete existing documents from this view.

In addition, you can use the Actions menu to:

• Recover Obsolete: Recover deleted documents.

• Purge: Purge documents.

• Copy Reference Set: Copy documents from another entity set.

To add a new record:

Click .

To edit or delete a record:

1. In the list view, select the record(s) that you want to edit or delete.

2. Do one of the following:

• Click to edit a selected record.

• Click to delete the selected record(s).

Documents Columns