minor grammer edits
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@@ -13,7 +13,7 @@ Document sources
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|Setup tab| |Right arrow| |Sources button| |Right arrow| |Web form tab|
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Before anything else you must define from where you will feed **Mayan EDMS**
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document for it to process and store. To do this first go to the ``Setup`` tab
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documents for it to process and store. To do this first go to the ``Setup`` tab
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then to the ``Sources`` button. To obtain the fastest working setup, create a
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new source of type ``Web forms``. This source will open a browser file upload
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dialog, hence the name ``Web forms``. Name it something simple like ``Local documents``,
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@@ -44,10 +44,10 @@ Setting your document types
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|Setup tab| |Right arrow| |Document types button|
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If none of the available bootstrap setups fit your needs and your wish to
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setup **Mayan EDMS** from scratch the first thing to consider are which are
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going to be your document types. Examples of document types are: ``Legal documents``,
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setup **Mayan EDMS** from scratch, the first thing to consider is what your document
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types will be. Examples of document types are: ``Legal documents``,
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``Internal documents``, ``Medical records``, ``Designing specifications``, ``Permits``.
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A document type represent a group, a type, a class of documents which share some
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A document type represents a group, a type, a class of documents which share some
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common properties. A good indicator that can help you determine you document types
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is what kind of information or ``metadata`` is attached to the documents.
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@@ -59,9 +59,9 @@ Defining metadata
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With your document types defined it should be much easier now to define the required
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``metadata`` for each of these document types. When creating ``metadata`` types,
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the first thing that will be needed is the internal name with which this metadata
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type will be references in other areas of **Mayan EDMS**. Internal name is like a
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type will be referenced in other areas of **Mayan EDMS**. Internal name is like a
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variable so it should not contain spaces or uppercase characters. After the internal name,
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enter the name that will visible to you and your users, this is usuall the same as the
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enter the name that will be visible to you and your users, this is usually the same as the
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internal name but with proper capitalization and spacing. ``metadata`` types
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can have default values to speed up data entry, default static values are enclosed in
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quotes, ie::
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@@ -85,10 +85,10 @@ list of quoted values, for example::
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Instead of a free entry text field, your users will get a dropdown list of years.
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You can also use a ``Python`` expression to generate the lookup list.
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When you are uploading new document a choice of metadata types will be presented
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When you are uploading a new document, a choice of metadata types will be presented
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and you choose which of those you wish to enter for the document you are about
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to upload. To speed data entry you can also match which metadata types will
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be preselected when uploading a document of certain type. To match metadata types
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be preselected when uploading a document of a certain type. To match metadata types
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to document types, go to the ``setup`` tab, ``document types`` button, and
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lastly ``Default metadata``. Choose the desired metadata for the document type
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currently selected and press ``Add``. From now on whenever you upload a document of
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@@ -96,7 +96,8 @@ this type, the related metadata types for this document type will be preselected
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After defining all your metadata types you can also define your indexes to
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let **Mayan EDMS** automatically categorize your documents based on their metadata.
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Refer to the chapter named :doc:`Indexes </topics/indexes>` for examples on how to use the document indexes.
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Refer to the chapter named :doc:`Indexes </topics/indexes>` for examples on how to
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use the document indexes.
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.. |Setup tab| image:: /_static/setup_tab.png
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