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      How do I manage domain tables on the Docstream website?

      Manage domain table

      The selection options that you can add to a Document property consist of Domain tables. Think of the Status of a document or the Type of file. A domain table can only be linked to the following Data types:                        

      • Lookup: a single choice from a drop-down menu.                             
      • Lookupmultiple: multiple selections from a drop-down menu.                             
      •  Autocomplete: a single choice that comes up based on the text you enter in a search box.   

      The following five default domain tables are available in Docstream: Register List, Status, Type, Message- Purpose and DataMedium. 

      Adding a new domain table    

      1. Click Manage domain tables in the Speedbuttons under Tools. 

      The Manage domain tables window will open. You will see an overview of all domain tables within the current domain.              

       2. Click New in the top right of the window.

      3. Enter a name for the domain table.                                                        
      4. Click Save.

      5. Click the field behind  Domain table  and select the newly saved domain table from the drop-down menu. 
      6. Enter a  Code  for the selection option. 
      7. Enter a  Description  for the selection option. 
      8. Select one or more projects to which you want to link the selection option. 
      9. Click  Add  at the bottom of the window
      The selection option has been added and is shown in the overview.
      10. Repeat  steps 6  to  9  until all desired selection options have been added to the domain table.

      Uploading a CSV file  

      In addition to the  Manage domain tables  window, you can also create a CSV file in Excel and upload the selection options as a domain table:  

      1. Open a new file in Excel.  

      2. Enter  Code,Description  in column A for each selection option. 
      3. Click  File  in the top left of the screen.
       
      4. Click  Save As  on the left side of the screen. 
      5. Enter a name for the file. 
      6. Select the file format  CSV  from the dropdown menu. 
      7. Click  Save
      8. Click on the field next to  Domain table  and select the desired Domain table In the  Manage domain tables  window.
      9. Click        Choose File .
      10. Select the saved CSV file. 
      11. Click  Upload file .   
      A notification will appear explaining that all existing items in the Domain table will be replaced with the items from the CSV file.  
      12. Click  OK  in the notification.
      The CSV file is imported and the items are shown in the overview.
      Modifying domain tables 
      1. Click  Manage domain tables  In the  Speedbuttons  under  Tools.
      The  Manage domain tables  window will open. Here you will see an overview of all Domain tables within the current domain.        
      2. Click on the field next to  Domain table  and select the desired Domain table.
      The Domain table and all items are opened. 
      3. Click Modify to change the name. After changing the name, click  Save . 
      4. Click the pencil icon to edit an item. 
      5. Edit the  Code  of the item.                             

      6. Edit the Description of the item.                             

      7. Change the Projects to which the item is linked.                             

      8. Click Modify to save the changes.                                                                                                             

      9. Click on the cross icon to delete an item.


      In addition to the Manage domain tables window, you can also create a CSV file in Excel and upload the selection options as a domain table: 

      1. Open a new file in Excel. 

      2. Enter Code,Description in column A for each selection option. 

      3. Click File in the top left of the screen.

       

      4. Click Save As on the left side of the screen. 

      5. Enter a name for the file.

      6. Select the file format CSV from the dropdown menu. 

      7. Click Save8. Click on the field next to Domain table and select the desired Domain table In the Manage domain tables window.
      9. Click Choose File.
      10. Select the saved CSV file. 

      11. Click Upload file. 

      A notification will appear explaining that all existing items in the Domain table will be replaced with the items from the CSV file. 

      12. Click OK in the notification.

      The CSV file is imported and the items are shown in the overview.

      Deleting a domain table 
      1. Click  Manage domain tables  In the  Speedbuttons  under  Tools. 
      2. Click on the field next to  Domain table  and select the desired Domain table. 
      The Domain table and all items are opened.                        
      3. Click  Delete . 
      A notification will appear asking if you are sure you want  to delete the Domain table.                        
      4. Click  OK  in the notification.