Creating a New Catalog Card

Creating a Catalog Card

You can create new catalog cards in the Catalog Card register using the:

New button. This method allows you to create a confidential or non-confidential catalog card using a chosen template. You can then attach a file to the catalog card. When a catalog card is marked as confidential, it does not get shared with all users in the creator’s company, but rather can be accessed only by the catalog card creator or any other user with Read All Instances permission. Similarly, when doing a workflow or forward operation, the document is made accessible only to the user explicitly addressed in this operation rather than all users in the addressed user’s company.

Catalog Card Creation Wizard. This method allows you to automatically create a catalog card for each uploaded file. The wizard helps you to upload multiple files and define properties for each new catalog card. You can also use this wizard to create catalog cards without uploading any files. For more information on using this method, see "Catalog Card Creation Wizard".

Using the Upload button. The Upload button allows you to upload multiple files while simultaneously creating corresponding catalog cards with default settings. For more details about the Upload button, see "Using the Upload Button".

Note:

The confidential feature is only available when you use the New button to create a catalog card. Confidential catalog cards cannot be shared or unshared using the Sharing functionality.
Once a catalog card is created and saved as confidential, it can not be made non-confidential. The same applies to non-confidential catalog cards.

Your security role must have permission to create catalog cards. For more information, see "About Security Permissions".

Open the Catalog Cards register and navigate to the folder where the catalog card is to be created.
Click New to create a new catalog card using the default template for the folder.

— or —

Click the arrow next to New to choose another template. For more information, see "About Document Subtypes".

A blank catalog card appears. Some information may already be filled in, depending on the template used.

If you are creating a confidential catalog card, select the Confidential check box.
Complete the following required information:

Name:

Note:

Changing the name will update all the other catalog card revisions with the same name to the new name.
Revisions to a catalog card inherit confidentiality of previous revision by default.

Revision Number:

If you are performing a workflow action on the catalog card, complete the information required for this action. For more information, see "Catalog Card Workflow Actions" for a list of preconditions for a specific action.
Complete any other necessary information for the catalog card. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

Optionally create a review process for the catalog card.

For more information, see "Creating Review Steps". You can create a review process any time prior to the catalog card entering the In Review state.

Click Save. Click Exit edit mode when done.

Note:

Create a new catalog card if you plan to add a new file or describe a new object. If you are updating an existing file, you should create a new revision of the catalog card instead. For more information, see "Creating a Catalog Card Revision".