Editing display names

Add or update display name values for sender, receiver, stage, partner group, or document type entities.

Prerequisites

To edit a list of display names in the Display names dictionary window, you must have the Modify permission for the Display names parameter. For more information about permissions and parameters, see Role management.

About this task

The list of identifiers and their assigned display names is available in the Display names dictionary window. To open the Display names dictionary window, navigate to User preferences → Application customization and click the Edit display names button. The Display names dictionary window includes the following tabs: My partners, Type, Stage, Partner groups, and My Organization IDs. To set display names for senders and receivers, use the My Partners tab. To set display names for document types, use the Type tab. To create display names for document stages, use the Stage tab. To create display names for partner groups, use the Partner groups tab. To create display names for organization IDs, use the My Organization IDs tab.

You can perform a full-text search in the table. Type your request in the search field, the list of documents is filtered according to your search request.

To see identifiers without assigned display names, select the Show untitled only check box.

To edit or assign the display name value, select a display name, and click the corresponding cell of the Display as column. Enter the display name value in the input field . For the process of assigning the display name value, see Figure 1.

Figure 1. Assigning the display name value

For quick and easy editing of display names of senders and receivers, inline editing option is available. On the Inbox, Sent, and All document pages, you can click the icon on the Sender and Receiver columns and edit the display name.

Note: If the parent of the current group has display names for the listed identifiers, these display names are shown in the Display names given by parent group column.