Settings of a category with document templates

This window allows you to generate a list of documents whose originals and versions must be detected by the application in outgoing and internal email messages.

Name

Category name. The name must differ from the names of other categories.

Document match threshold

In spin boxes, you can specify the Maximum and Minimum percent of fragments that must match the document template.

Add

Clicking this button opens a window in which you can select the file that will be added to the category. The file must meet the following requirements:

contains text data (for example, files with the formats DOC, DOCX, ODS, ODT, PDF, RTF, TXT, XLS, XLSX);
exceeds 250 symbols (excluding spaces, punctuation marks, and special symbols).
Added files are displayed in the list of documents. When saving a category, the application converts text data from files into fragments.

You are advised to not add more than 2 GB total volume of documents in a single category.

The application stores no original documents (nor any parts of them) in the category. No original documents (nor any of their parts) that have been added to a category can be restored or read on the basis of fragments.

Delete

Clicking the button causes the application to delete the fragments related to the selected file from the category.

Comments

Additional information pertaining to data in the category, for example, a link to a document that regulates the information security rules in the organization.