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<p>Business process designer > Graphical elements / Register Document</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Register Document</span></h1>
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<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="register_doc1" width="115" height="91" style="float:left;margin:0;width:115px;height:91px;border:none" src="register_doc1.png"/><span style="color: #394149;">The </span><span style="font-weight: bold; color: #394149;">Register Document </span><span style="color: #394149;">activity is used to automatically or manually assign a registration number to a document in the course of a business process. Registration is available only for apps of the <a href="360009923631.html" class="topiclink">Document</a> type. </span></p>
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<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">Let’s take the </span><span style="font-weight: bold; color: #394149;">Invoices</span><span style="color: #394149;"> app as an example. When registering an invoice, the employee enters all the necessary data into the system: the invoice file, the total amount, the desired payment date, the comment, etc. A new </span><span style="font-weight: bold; color: #394149;">Invoices</span><span style="color: #394149;"> app item is created.</span></p>
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<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #394149;">Then the invoice is either automatically or manually assigned a registration number. The details will be displayed on the invoice page.</span></p>
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<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="doc reg 1" width="1023" height="679" style="margin:0;width:1023px;height:679px;border:none" src="hmfile_hash_b0ae1e9e.png"/></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Activity settings</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Before starting the modeling of a business process, make sure that the <a href="records_classification.html#add-office" class="topiclink">document categorization is set up</a>, an office is added, and a folder is configured. Also check the settings of the </span><span style="font-family: Inter; font-weight: bold;">Document</span><span style="font-family: Inter;"> type app for which the process is being created: <a href="app-registration-settings.html" class="topiclink">item registration has to be enabled</a>.</span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the <a href="360007146071.html" class="topiclink">Administrators</a> group can configure registration.</p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<p class="p_Normal"> </p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Next, set up the business process. On the process page, on the right-side panel, open the second tab. Drag the </span><span style="font-family: Inter; font-weight: bold;">Register Document</span><span style="font-family: Inter;"> element onto the canvas and place it where you need to assign a registration number to the document during the business process.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Double-click on the added activity to open the settings window. The settings will vary depending on the chosen type of registration:</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">Manual registration is configured in the </span><span style="font-family: Inter; font-weight: bold;">General</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Deadline</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Schedule in Calendar</span><span style="font-family: Inter;">, and </span><span style="font-family: Inter; font-weight: bold;">Connectors</span><span style="font-family: Inter;"> tabs.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">Automatic registration is set up in the </span><span style="font-family: Inter; font-weight: bold;">General</span><span style="font-family: Inter;"> and </span><span style="font-family: Inter; font-weight: bold;">Error Handling</span><span style="font-family: Inter;"> tabs.</span></li></ul>
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<h3 class="p_Heading3"><span class="f_Heading3">General tab</span></h3>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">On this tab, you can choose the registration method and configure the general settings:</span></p>
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<p class="p_Normal"><img alt="document_registration-2" width="908" height="442" style="margin:0;width:908px;height:442px;border:none" src="document_registration-2.png"/></p>
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<p class="p_Normal"> </p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Name</span><span style="font-family: Inter; color: #ff0000;">*</span><span style="font-family: Inter;">. Specify the name of the activity displayed on the process diagram.</span></li><li style="text-align: justify; line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold;">Task name</span><span style="font-family: Inter; color: #ff0000;">*</span><span style="font-family: Inter;">. Provide a detailed description of the task. This is what the executor will see in the task list or on its page. You can include <a href="process_context.html" class="topiclink">context variables</a> in the name by clicking on the </span><span style="font-family: Inter; font-weight: bold;">{+}</span><span style="font-family: Inter;"> icon in the top right corner of the field. Additionally, you can add the <a href="360007679591.html#date_time" class="topiclink">DateTime() function</a> to the template by clicking the </span><span style="font-family: Inter; font-weight: bold;">f(x)</span><span style="font-family: Inter;"> icon.</span></li></ul>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Document</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter;">. Open the dropdown menu and select the</span><span style="font-family: Inter; color: #394149;"> variable storing the <a href="360009923631.html" class="topiclink">Document type app</a> that contains the file you need to register. If the variable has not been added to the process context, click the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Create New Variable </span><span style="font-family: Inter; color: #394149;">button.</span></li><li style="text-align: justify; line-height: 1.20; background: #ffffff; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Folder</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter; color: #394149;">. After you specify the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Document</span><span style="font-family: Inter; color: #394149;">, you can specify the folder it will be registered in.</span></li></ul>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><a id="registration-method" class="hmanchor"></a><span style="font-family: Inter; font-weight: bold; color: #394149;">Registration method</span><span style="font-family: Inter; color: #394149;">. Select the registration type:</span></li></ul>
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<ol style="list-style-type:decimal">
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<li value="1" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Manually</span><span style="font-family: Inter; color: #394149;">. A task with the document registration form will be assigned to the current executor or <a href="360007146071.html" class="topiclink">group</a> of executors specified in the swimlane. Additional options are available with this method of registration:</span></li></ol>
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<ol style="list-style-type:decimal"><ul style="list-style-type:circle">
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Allow selecting the folder in the task</span><span style="font-family: Inter; color: #394149;">. This option lets the user choose which folder to register the document in when completing the registration task. Please note that it is only possible only specify folders added in the <a href="app-registration-settings.html" class="topiclink">app registration settings</a>. This option is useful if one app stores various types of documents that need to be registered in different folders, like invoices and waybills.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Allow selecting the registration date in the task</span><span style="font-family: Inter; color: #394149;">. This option lets the user specify the document registration date when completing the task. By default, the current date is set.</span><img alt="document_registration-3-task" width="958" height="511" style="margin:0;width:958px;height:511px;border:none" src="document_registration-3-task.png"/></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Forbid to cancel registration</span>. If this option is enabled, it will be impossible to cancel registration on the task form. To continue the process, the user will have to choose a folder and register the document.</li></ul></li></ol>
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<ol style="list-style-type:decimal" start="2">
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<li value="2" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Automatically</span><span style="font-family: Inter; color: #394149;">. The document will be automatically registered in the folder you specified in the </span><span style="font-family: Inter; font-weight: bold; color: #394149;">Folder</span><span style="font-family: Inter; font-weight: bold; color: #ff0000;">*</span><span style="font-family: Inter; color: #394149;"> field earlier. With this registration method, an additional option is available:</span><ul style="list-style-type:circle">
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter; font-weight: bold; color: #394149;">Use the reserve date for registration</span><span style="font-family: Inter; color: #394149;">. If this option is enabled, the document registration date is replaced with the reservation date for the registration number. Ensure that reservation of the document registration number is allowed in the <a href="records_classification.html#settings" class="topiclink">settings of the selected folder</a> and the <a href="app-registration-settings.html#reserve-numbers" class="topiclink">app settings</a>.</span></li></ul></li></ol>
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<h3 class="p_Heading3"><span class="f_Heading3">Deadline tab</span></h3>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">When registering a document manually, this tab allows you to set a time limit for task execution. Additionally, you can specify which employees will receive a notification if the set deadline is not met.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">These settings can be applied to all </span><span style="font-family: Inter; font-weight: bold;">Task</span><span style="font-family: Inter;"> type activities. Learn more about how to configure them in the <a href="360012495611.html#deadline" class="topiclink">Task</a> article.</span></p>
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<h3 class="p_Heading3"><span class="f_Heading3">Schedule in Calendar tab</span></h3>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">This tab appears if there’s a set time limit for the manual registration task execution. Here, you can enable the task to be displayed in the executor’s calendar, ensuring it’s completed within the specified deadline. Learn more about how to configure this in the <a href="360012495611.html#deadline" class="topiclink">Task</a> article.</span></p>
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<h3 class="p_Heading3"><span class="f_Heading3">Connectors tab</span></h3>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">When choosing </span><span style="font-family: Inter; font-weight: bold;">Manually</span><span style="font-family: Inter;"> as the registration method, it’s necessary to use two transitions from the </span><span style="font-family: Inter; font-weight: bold;">Register Document</span><span style="font-family: Inter;"> activity on the process diagram. One will serve as the default transition intended for registration confirmation, and the other for cancellation.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">These are set up on the </span><span style="font-family: Inter; font-weight: bold;">Connectors</span><span style="font-family: Inter;"> tab. Here, you can edit the connector names, choose the button colors on the task form, add confirmation text, etc. To access the settings, click on the name of a transition. Learn more about this in the <a href="360015835331.html" class="topiclink">Connectors</a> article.</span></p>
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<h3 class="p_Heading3"><span class="f_Heading3">Substitutions tab</span></h3>
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<p class="p_Comment"><span class="f_Comment">On this tab, you can specify a variable that controls the reassignment of the registration task to an employee who substitutes the main performer.</span></p>
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<p class="p_Comment"><span class="f_Comment">For example, you can ignore substitution if the document to be registered contains confidential data that should not be shared with third parties.</span></p>
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<p class="p_Comment"><span class="f_Comment">For more details on how to configure ignoring substitution, see the <a href="360012495611.html" class="topiclink">Task</a> article.</span></p>
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<h3 class="p_Heading3"><span class="f_Heading3">Error Handling tab</span></h3>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">This tab appears when </span><span style="font-family: Inter; font-weight: bold;">Automatically</span><span style="font-family: Inter;"> is chosen as the registration method. Here, you can specify which path the process will take in the event of an error, and also select the users who will receive a notification about the error.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="document_registration-4-error-handling" width="797" height="451" style="margin:0;width:797px;height:451px;border:none" src="document_registration-4-error-handling.png"/></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">After setting all the parameters, click the </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;"> button.</span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The </span><span style="font-family: Inter; font-weight: bold;">Register Document</span><span style="font-family: Inter;"> activity is not supported in debug mode. To make the process continue in this mode, click the name of the operation in the </span><span style="font-family: Inter; font-weight: bold;">History</span><span style="font-family: Inter;"> section and select </span><span style="font-family: Inter; font-weight: bold;">Skip step</span><span style="font-family: Inter;">.</span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<h2 class="p_Heading2"><span class="f_Heading2">Users working with the registration task</span></h2>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">As soon as the process comes to the configured activity, the document will be registered in the system using the specified <a href="document_registration.html#registration-method" class="topiclink">method</a>.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">If you selected manual registration, the user specified in the swimlane that the activity is placed in will be assigned the corresponding task. If a <a href="360012263032.html" class="topiclink">group</a> is specified in the swimlane, the registration task will be assigned to all users in the group. As soon as one of them starts working on the task, it disappears from other users’ task pages.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">If you have selected automatic registration, the user who executed the task placed before the </span><span style="font-family: Inter; font-weight: bold;">Register Document </span><span style="font-family: Inter;">activity will be specified as the user who registered the document.</span></p>
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