2.6.2. Configure Attribute

After creating your own custom attribute, you can use it when building a document type form, in the Constructor tab: Designer subtab.

When using an attribute on a document type form, you can also configure how the attribute appears.

Configure the created attribute according to its type, using the hints from one of the following sections:

• Text
• HTML Content
• Number
• Date and/or Time
• Reference
• Multiple Reference
• Hyperlink
• Boolean
• Table/Collection
• File
• File Collection

2.6.2.1. Text

To configure a custom attribute of type Text (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added Text attribute 2.

   

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

   

Field name	Description
Disabled	Enable the toggle to prevent users from editing this attribute. Applies to all users and document type states.
Hidden	Enable the toggle to hide this attribute from users. Applies to all users and document type states.
Label	The attribute name displayed on the form.
Label width	Enter the desired label width. The value is measured in pixels (px). ℹ️ Note: Width settings are only available if you selected Left or Right in the Label position field.
Label position	Select where the label is placed relative to the attribute value. Available options: Top — the attribute name is displayed above its value. Left — the attribute name is displayed to the left of its value. Right — the attribute name is displayed to the right of its value.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
Placeholder	Text displayed in the attribute as a hint. When the user selects the input field, it clears and becomes ready for input. ℹ️ Note: You can set an alternative placeholder for different languages. To do so, in the Placeholder field, select the icon and fill in the fields for other languages. Then select the Apply button.
Show character count	Enable the toggle to display the available character count.
Default value	Enter the value to be set as the default for the attribute. You can manually change the attribute value when creating a document.

4. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.2. HTML Content

To configure a custom attribute of type HTML Content (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added HTML Content attribute 2.

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

Field name	Description
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.

4. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.3. Number

To configure a custom attribute of type Number (marked with the and icons in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added Number attribute 2.

   

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

   

Field name	Description
Disabled	Enable the toggle to prevent users from editing this attribute. Applies to all users and document type states.
Hidden	Enable the toggle to hide this attribute from users. Applies to all users and document type states.
Label	The attribute name displayed on the form.
Label width	Enter the desired label width. The value is measured in pixels (px). ℹ️ Note: Width settings are only available if you selected Left or Right in the Label position field.
Label position	Select where the label is placed relative to the attribute value. Available options: Top — the attribute name is displayed above its value. Left — the attribute name is displayed to the left of its value. Right — the attribute name is displayed to the right of its value.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
Placeholder	Text displayed in the attribute as a hint. When the user selects the input field, it clears and becomes ready for input. ℹ️ Note: You can set an alternative placeholder for different languages. To do so, in the Placeholder field, select the icon and fill in the fields for other languages. Then select the Apply button.
Default value	Enter the value to be set as the default for the attribute. You can manually change the attribute value when creating a document.

4. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.4. Date and/or Time

To configure a custom attribute of type Date and/or Time (marked with the and icons in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added Date and/or Time attribute 2.

   

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

   

Field name	Description
Disabled	Enable the toggle to prevent users from editing this attribute. Applies to all users and document type states.
Hidden	Enable the toggle to hide this attribute from users. Applies to all users and document type states.
Label	The attribute name displayed on the form.
Label width	Enter the desired label width. The value is measured in pixels (px). ℹ️ Note: Width settings are only available if you selected Left or Right in the Label position field.
Label position	Select where the label is placed relative to the attribute value. Available options: Top — the attribute name is displayed above its value. Left — the attribute name is displayed to the left of its value. Right — the attribute name is displayed to the right of its value.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
Placeholder	Text displayed in the attribute as a hint. When the user selects the input field, it clears and becomes ready for input. ℹ️ Note: You can set an alternative placeholder for different languages. To do so, in the Placeholder field, select the icon and fill in the fields for other languages. Then select the Apply button.
Default value	Enter the value to be set as the default for the attribute. You can manually change the attribute value when creating a document.
Create calendar event	Toggle that enables the creation of a calendar event using the attribute value.
Calendar	Select the calendar in which the event will be created.
Description	The name of the event as it will appear in the calendar.

4. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.5. Reference

To configure a custom attribute of type Reference (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added Reference attribute 2.

   

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

   

Field name	Description
Disabled	Enable the toggle to prevent users from editing this attribute. Applies to all users and document type states.
Hidden	Enable the toggle to hide this attribute from users. Applies to all users and document type states.
Label	The attribute name displayed on the form.
Label width	Enter the desired label width. The value is measured in pixels (px).
Label position	Select where the label is placed on the form — top, right, or left.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
Placeholder	Text displayed in the attribute as a hint. When the user selects the input field, it clears and becomes ready for input. ℹ️ Note: You can set an alternative placeholder for different languages. To do so, in the Placeholder field, select the icon and fill in the fields for other languages. Then select the Apply button.
Search Strategy in Dictionary	When a user adds a value to this attribute, the platform will suggest selecting a value from the directory. Select one of the following search strategies: Contains — all directory results that contain the characters entered by the user in the search field will be displayed. Starts with — all directory results that start with the characters entered by the user will be displayed. Use this strategy when the directory has a large number of records.
Default value	The default value to be set for the attribute.

4. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.6. Multiple Reference

To configure a custom attribute of type Multiple Reference (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added Multiple Reference attribute 2.

   

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

   

Field name	Description
Disabled	Enable the toggle to prevent users from editing this attribute. Applies to all users and document type states.
Hidden	Enable the toggle to hide this attribute from users. Applies to all users and document type states.
Label	The attribute name displayed on the form.
Label width	Enter the desired label width. The value is measured in pixels (px). ℹ️ Note: Width settings are only available if you selected Left or Right in the Label position field.
Label position	Select where the label is placed relative to the attribute value. Available options: Top — the attribute name is displayed above its value. Left — the attribute name is displayed to the left of its value. Right — the attribute name is displayed to the right of its value.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
Placeholder	Text displayed in the attribute as a hint. When the user selects the input field, it clears and becomes ready for input. ℹ️ Note: You can set an alternative placeholder for different languages. To do so, in the Placeholder field, select the icon and fill in the fields for other languages. Then select the Apply button.
Search Strategy in Dictionary	When a user adds a value to this attribute, the platform will suggest selecting a value from the directory. Select one of the following search strategies: Contains — all directory results that contain the characters entered by the user in the search field will be displayed. Starts with — all directory results that start with the characters entered by the user will be displayed. Use this strategy when the directory has a large number of records.
Default value	The default value to be set for the attribute.

4. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.7. Hyperlink

To configure a custom attribute of type Hyperlink (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added Hyperlink attribute 2.

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

Field name	Description
Disabled	Enable the toggle to prevent users from editing this attribute. Applies to all users and document type states.
Hidden	Enable the toggle to hide this attribute from users. Applies to all users and document type states.
Label	The attribute name displayed on the form.
Label width	Enter the desired label width. The value is measured in pixels (px). ℹ️ Note: Width settings are only available if you selected Left or Right in the Label position field.
Label position	Select where the label is placed relative to the attribute value. Available options: Top — the attribute name is displayed above its value. Left — the attribute name is displayed to the left of its value. Right — the attribute name is displayed to the right of its value.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
External link	Toggle that allows opening links to external web pages (they will open in a new window).
Default value	Enter the value to be set as the default for the attribute. You can manually change the attribute value when creating a document.

4. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.8. Boolean

To configure a custom attribute of type Boolean (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added Boolean attribute 2.

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

Field name	Description
Disabled	Enable the toggle to prevent users from editing this attribute. Applies to all users and document type states.
Hidden	Enable the toggle to hide this attribute from users. Applies to all users and document type states.
Label	The attribute name displayed on the form.
Label width	Enter the desired label width. The value is measured in pixels (px). ℹ️ Note: Width settings are only available if you selected Left or Right in the Label position field.
Label position	Select where the label is placed relative to the attribute value. Available options: Top — the attribute name is displayed above its value. Left — the attribute name is displayed to the left of its value. Right — the attribute name is displayed to the right of its value.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
Default value	Enter the value to be set as the default for the attribute. You can manually change the attribute value when creating a document.

4. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.9. Table/Collection

To configure a custom attribute of type Table/Collection (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added Table/Collection attribute 2.

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

Field name	Description
Label	The attribute name displayed on the form.
Label width	Enter the desired label width. The value is measured in pixels (px). ℹ️ Note: Width settings are only available if you selected Left or Right in the Label position field.
Label position	Select where the label is placed relative to the attribute value. Available options: Top — the attribute name is displayed above its value. Left — the attribute name is displayed to the left of its value. Right — the attribute name is displayed to the right of its value.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.

4. Configure the actions that the user can perform on the table. These actions will be displayed as buttons when using the attribute. To do this, hover over the added attribute and select the icon.

5. Enable the action toggles 1 you want to activate for the user, then select the Save 2 button. See the Enable File Attribute Actions and Perform File Attribute Actions sections.

6. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.10. File

To configure a custom attribute of type File (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added File attribute 2.

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

Field name	Description
Label	The attribute name displayed on the form.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
Recognition templates	Select one of the recognition templates. A recognition template defines the rules and settings for recognizing text in an image and adding it to the document as a text layer. The recognized text is then automatically entered by the platform as attribute values in the document. ℹ️ Note: Recognition templates are only available when the additional package dfx-idp is installed.
AI scenario	Select the AI scenario you want to apply to the document.
Document templates	Select a document template from the dropdown list.

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Section Stamp templates

Note:

This section is available when the additional package dfx-stamp is installed.

Field name	Description
Stamp templates	Select a stamp template from the dropdown list.
Form template	Select a form template from the dropdown list.
Allow user to change	Enable the toggle to allow the user to select the stamp template and its placement before applying the stamp.
Source	Select the source from which the platform should take the document to stamp. Currently, one option is available: Self — the document to be stamped will be taken from the current document form.
Action	Select one of the actions to be performed after the stamp is applied: Print only — after stamping, a preview window opens where you can save the stamped file without storing it in the attribute. Print and save — after stamping, a preview window opens where you can save the stamped file and store it in the attribute. Save — after stamping, the file is saved in the attribute. Print and save immediately — after stamping, a preview window opens where you can save the stamped file and store it in the attribute immediately, without additionally saving the document/task form. Save immediately — after stamping, the file is saved in the attribute immediately, without additionally saving the document/task form.
Save conditions	Select one of the conditions for handling a signed file: If signed, warn about new version — warn the user that the file is signed, with the option to save the original file as a version or cancel the stamp. If no original, move to original — used for PDF files. Allows saving the stamped document as the document image without creating a version. If signed, save new version without warning — save the original file as a version without user confirmation. If signed, do not save — cancel saving the stamped file if the original is signed. If signed, show error — show an error if the original file is signed.
Destination	Select where to save the stamped file: Self — the stamped document will be saved in the attribute where the stamp was applied. File attribute — the stamped document will be saved in a custom attribute of type File or a standard attribute of type Document image, added to the current document form.

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Section Export settings

Note:

This section is available when the additional package dfx-ua-sign-file-export is installed.

Field name	Description
Export rules	Select one of the export conditions: Without document image — only the file/signed file is exported. With document image — the file/signed file and document image are exported. With document image and QES visualization — the file/signed file and document image are exported with QES visualization applied.
Allow user to change toggle Available only when With document image and QES visualization is selected in the Export rules field.	When enabled, the user can choose the signature placement parameters.
QES page selection Available only when With document image and QES visualization is selected in the Export rules field.	Select the page where QES information will be placed: first or last.
QES display order Available only when With document image and QES visualization is selected in the Export rules field.	From first to last or from last to first.
QES placement Available only when With document image and QES visualization is selected in the Export rules field.	Select where the QES will be placed on the form: Bottom right Bottom left Top right Top left
Related elements	Select one or more attributes from the list to be exported together with this attribute. The list shows all File type attributes on the document form.
On version creation	Defines how the File attribute content is handled when a new document version is created. Clear content: The content of the File attribute will be deleted when a new version is created. Useful when each new version should contain a new or updated file. Keep content: The content of the File attribute will remain unchanged when a new version is created. Use this when you want to preserve the file in the new version. Ask each time: Each time a new version is created, the system will ask whether to clear the File attribute content. This allows a case-by-case decision.

4. Configure the actions the user can perform on the file. Actions will be displayed as buttons when using the attribute. To do this, hover over the added attribute and select the icon.

5. Enable the action toggles 1 you want to activate for the user, then select the Save 2 button. See the Enable File Attribute Actions and Perform File Attribute Actions sections.

6. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.

2.6.2.11. File Collection

To configure a custom attribute of type File Collection (marked with the icon in the attribute menu), follow these steps:

1. Open the document type in which you want to configure the attribute (see the Edit Document Type section).

2. Go to the Constructor tab 1, then on the document form, select the added File Collection attribute 2.

3. In the Settings menu on the right, configure the required parameters using the hints from the table below.

Field name	Description
Label	The attribute name displayed on the form.
Width	Specify the width of the attribute input field. Minimum value — "0", maximum value — "24".
Offset from the left side	Size of the left indent. Minimum value — "0", maximum value — "24".
Row wrap	Enable this toggle if you want all subsequent attributes to start on a new line and not occupy the free space in the current attribute's row.
Height	Select a unit of measurement from the following options: auto — the field height is determined automatically based on content. px — pixels. % — height as a percentage of the parent element (container) height. vh (viewport height) — height as a percentage of the browser window height. Example: "10vh" means the field height will be 10% of the window height. vw (viewport width) — height as a percentage of the browser window width. Example: "10vw" means the field height will be 10% of the window width. Then, in the Height field, enter a numeric value corresponding to the selected unit.
Display mode	Select the display mode for the file list: Carousel Preview Table ℹ️ Note: For the Table display mode, you can configure which columns are shown. To configure table columns: Hover over the attribute added to the form and select the icon. In the attribute list on the left, drag the required attributes to the Columns section. For more details, see the Columns section. To display records in a sorted order, drag the required attributes to the Sorting section and set sorting parameters for each. For more details, see the Sorting section.
Document templates	Select a document template from the dropdown list.
On version creation	Defines how the attribute content is handled when a new document version is created. Clear content: The content of the File attribute will be deleted when a new version is created. Useful when each new version should contain a new or updated file. Keep content: The content of the File attribute will remain unchanged when a new version is created. Use this when you want to preserve the file in the new version. Ask each time: Each time a new version is created, the system will ask whether to clear the File attribute content. This allows a case-by-case decision.
AI scenario	Select the AI scenario you want to apply to the document.

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Section File dialog parameters

Field name	Description
Title	Set a custom title for the file upload dialog window.
Hide file description	Hide the File description field in the file upload dialog window.

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Section Stamp templates

Note:

This section is available when the additional package dfx-stamp is installed.

Field name	Description
Stamp templates	Select a stamp template from the dropdown list.
Form template	Select a form template from the dropdown list.
Allow user to change	Enable the toggle to allow the user to select the stamp template and its placement before applying the stamp.
Source	Select the source from which the platform should take the document to stamp. Currently, one option is available: Self — the document to be stamped will be taken from the current document form.
Action	Select one of the actions to be performed after the stamp is applied: Print only — after stamping, a preview window opens where you can save the stamped file without storing it in the attribute. Print and save — after stamping, a preview window opens where you can save the stamped file and store it in the attribute. Save — after stamping, the file is saved in the attribute. Print and save immediately — after stamping, a preview window opens where you can save the stamped file and store it in the attribute immediately, without additionally saving the document/task form. Save immediately — after stamping, the file is saved in the attribute immediately, without additionally saving the document/task form.
Save conditions	Select one of the conditions for handling a signed file: If signed, warn about new version — warn the user that the file is signed, with the option to save the original file as a version or cancel the stamp. If no original, move to original — used for PDF files. Allows saving the stamped document as the document image without creating a version. If signed, save new version without warning — save the original file as a version without user confirmation. If signed, do not save — cancel saving the stamped file if the original is signed. If signed, show error — show an error if the original file is signed.
Destination	Select where to save the stamped file: Self — the stamped document will be saved in the attribute where the stamp was applied. File attribute — the stamped document will be saved in a custom attribute of type File or a standard attribute of type Document image, added to the current document form.

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Section Export settings

Note:

This section is available when the additional package dfx-ua-sign-file-export is installed.

Field name	Description
Export rules	Select one of the export conditions: Without document image — only the file/signed file is exported. With document image — the file/signed file and document image are exported. With document image and QES visualization — the file/signed file and document image are exported with QES visualization applied.
Allow user to change toggle (Available only when With document image and QES visualization is selected in the Export rules field.)	When enabled, the user can choose the signature placement parameters.
QES page selection (Available only when With document image and QES visualization is selected in the Export rules field.)	Select the page where QES information will be placed: first or last.
QES display order (Available only when With document image and QES visualization is selected in the Export rules field.)	From first to last or from last to first.
QES placement (Available only when With document image and QES visualization is selected in the Export rules field.)	Select where the QES will be placed on the form: Bottom right Bottom left Top right Top left
Related elements	Select one or more attributes from the list to be exported together with this attribute. The list shows all File type attributes on the document form.

4. Configure the actions the user can perform on the file collection. Actions will be displayed as buttons when using the attribute. To do this, hover over the added attribute and select the icon.

5. Enable the action toggles 1 you want to activate for the user, then select the Save 2 button. See the Enable File Attribute Actions and Perform File Attribute Actions sections.

6. In the toolbar, select Save, then proceed to fill in the following sections:

   • a Access section
   • b Required validation section
   • c Script section
   

After completing the attribute settings, you can go to the Preview section to check how the attribute will appear on the document form.