Document metadata properties

When you create a new document or edit an existing document, you see a set of metadata properties that the base configuration of PolicyCenter stores in the database. Document search uses a subset of these properties.

You can set the following metadata properties for a document:

Name: The name of the document. PolicyCenter uses this name for the document content file. For example, if you download the content for a document, this setting determines the name of the file name sent to the browser.
Description: Especially useful for locating hard-copy documents.
File Type: The type of content file, also known as a MIME type.
You can change the file type, but do so with caution. PolicyCenter uses your setting to set the MIME type for the file. The operating system formats the document content file to match this MIME type when you upload the content.
Author: By default, the name of the user who associated the document with the account, policy, or contingency. This field can be changed to some other value, such as the sender of a document.
Recipient: The person or business to which the document was sent, if applicable.
Language: The language the document is written in.
Related To: The account, policy, or policy transactions that the document is related to.
Status: A value from the DocumentStatusType typelist, such as Final or Draft. You are required to set this value when you create a document. In the base configuration, only Final and Draft are used. The Approving and Approved statuses are not used in the base configuration, but you can implement code that uses them.
Security Type: The default values are Internal Only, Sensitive, and Unrestricted. For example, a document might require extra restrictions on users who can view and edit the document.
Document Type: A value from the DocumentType typelist that classifies the document, such as Policy summary or Email Sent.
Section: A way to classify documents, such as legal, medical, or correspondence.
Hidden: Indicates whether the document is hidden or visible.