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Document Building - Edit General Information

This article is intended for: Editors of a Digital Budget Book, CIP Document, Digital Financial Report, Planning Document, or Custom Document.

Use this article after: your document has been created and you wish to modify the General Information settings.

Note: You can click on any image below to zoom in.

Each document you create can be set with overarching document styles to create a cohesive document. To configure your document's preferred settings, select the Settings link. 

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General Information

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  • Change the Name of your document.
  • Set the start and end Fiscal Years for the document. 
    • Note: These fiscal years are informational only. You'll select the years of data to present in the Data Sources settings.
  • Optionally, allow block status updates and non-unique page names. You can read more below.

Note: If you make any changes to the name or fiscal years select the Save Settings button to confirm changes! 

Block Status Updates

Block Status Updates allow statuses to be applied at the block level within pages. With block-level statuses, teams can better track progress when multiple contributors are working within the same page. 

  1. To turn on Block Status Updates, select Settings in your Document.
  2. Navigate to General Information.
  3. Toggle on Block Status.
  4. Select the Save Settings button. 

Non-Unique Page Names

As a default, Document Builder blocks the use of pages with identical names. However, there may be circumstances where you want to use a page name in different places within your document.

To enable non-unique page names, navigate to your Settings. 

Within Settings and under the General Information tab, there is a toggle called "Allow Non-Unique Page Names."

Select the toggle and choose Save.

You will now be able to add pages with identical names (such as having a parent General Fund page and a General Fund pages with more details in another section of the book) 

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Additional Resources

To learn more about the specific document type settings, select the links below:



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