Title

Description

Document Handler URL

Optional. (Technical) Identifies the basic URL that will take a user to this document type.

Name

Required. The common name of the document type. For most Kuali Financials documents the name is a four-character abbreviation. Note that while the name field can support longer names (and KEW and KIM documents are examples of these) the Labor Ledger and General Ledger can only support document names up to four characters in length. If you are creating a new document type that will eventually populate the ledgers be sure to abide by this four character convention.

Notification From Address

Optional. The email address that will appear as the From address on any action list notifications sent by workflow for this document type. This allows several applications using workflow to maintain separate notification email addresses.

Parent Name

Required. Every document type must answer to another document type in a parent/child relationship. Use the lookup to search for the document type to which this document type will answer.

Document types can inherit important definitions from their parent document types, including permissions and responsibilities.

Active

Required. The box should be checked if the document type is active and available for use. Uncheck the box to inactivate the document type. Note that you cannot post Labor Ledger or General Ledger entries with inactive document types.