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Creating a Document Overlay (including Metadata in a Document)
Who is this article for?Document Content Managers responsible for managing a Document record.
Document Content Manager group membership is needed.
Document overlays are an easy way to display document record information in-line with your document content. This allows you to view key details without having to manually update the document whenever there is a record change in EQMS 6.
To make the overlays easier to learn, this article is split into 3 sections so that you can either review the information in sequence or you can jump to the section relevant to what you are doing in EQMS 6:
Note: Overlays are supported on Microsoft Word and PDF files only.
1. Available Overlay Fields
The below table outlines the EQMS 6 fields and their respective tags.
| Document Field | Tag |
|---|---|
| Document ID | %DocumentID% |
| Document CID | %DocumentCID% |
| Document Version | %Version% |
| Document Title | %DocumentTitle% |
| Issue Date | %IissueDate% |
| Document Owner | %DocumentOwner% |
| Current Date/Time | %CurrentDT% |
| Current User | %currentUSER% |
| Next Review Date | %nextReviewDate% |
| Document Status | %status% |
| Document Approval Date | %approvedate% |
| Document Approver | %approveuser% |
| Additional Approvers | %SDXApprove% |
| SDX Approval Date | %SDXApproveDate% |
2. Add an Overlay
To add an overlay to the document:
- Enter the document tag into your document.
- Save the file.
- Attach the file to a Document record.
- Preview the attachment.
Important Note: Overlays will only work if they have been activated on the Module Parameters.