Required information:

Comment
Brief description with relevant information on the form record and its content.

Tags
Labels assigned to the form record for easy searching later. Tags act as keywords and allow the form record to be tagged in a more personal and informal manner. You can find the form record by browsing or searching. Enter with or without the character “#” to enable auto complete of the tags in the tags field. The auto complete retrieves a drop-down list of the five most used tags based on the characters typed after the character "#".

Version/review description
Description of the current form record version/review.

Version/review
Number of the start version/review of the form record being posted. This field is only enabled when adding a form record and when the “Manual control of the start version” field of the Parameters feature under the General tab in the Control panel is checked. When you do not check the Control Panel field, the version/review "1000" is automatically assigned to the form record, and you cannot change it. This field format is numeric (999,999) and the first three numbers represent the version and the other three represent the review. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. After the first publication, the platform automatically controls the progress of the versions and reviews, and numbers cannot be changed. As you select this field, the contents of the document can be changed and its original creation date is changed to the date it was last changed due to the creation of a new version/review.

Document expires?
When it is checked, the form record expires on the date entered in the “Valid until” field. If not, the form record does not expire and the date entered in the “Valid until” field is not considered. This option will be displayed as checked when the field “Document expires?"– from the Parameters feature of the General tab in the Control Panel – is checked.

Expiration notification period
Advance period – in days – from which expiration notification for the form record will be issued. If you enter zero (0), it will consider the number of days entered in the platform's general parameters.

Valid from
Date from which the form record will be available to users – according to their access permissions. That date allows the form record’s author to schedule its viewing to the other users of the platform, as it will only be displayed as of that date. When the form record is valid only as of a future date, it is displayed to the author with a red arrow representing that is a future document. The future posting date cannot be earlier than the current date and the future post does not send notification e-mail (document approval, new version/review, etc.).

Valid until
The date from which the form record will be considered expired when the option “Document expires?” is checked. The expiration date is suggested considering the field "Document expiration days" – from the Parameters feature under the General tab of the Control Panel – if it has a set value. If the field "Document expires" of that feature is not checked, that date is disregarded.

Document type
Type to which the form record belongs.

Subject
Subject to which the form record is related.

Icon type
Graphic element to represent the form record. When the icon is not selected, a standard icon is assigned.

Author
User that is the author of the form record being posted.

Language
Language to which the form record will be related. The language is used to index the information from the form record Indexed information is used in searches by content. As default, the language determined is shown in the user preferences function. If it is not defined in the user profile, the standard language defined in the General Parameters of the platform is suggested.

Notify?
When it is checked, users who have the subject related to the form record as a subject of interest will be notified when it is posted. If the subject related to the form record is a mandatory subject, all active users will be notified, regardless of whether or not it is a subject of interest to these users.

This tab allows you to define the general information for the form record being posted.

For more information about the procedure, see see Define approval criteria for folder or document.