Specifying Private Documents

When you specify a document as private, the document can only be used in its own document package and can only be referenced by other documents in the same package.

You specify a document as private by selecting the Is Private check box in the Document Details section of the document definition.

Image: Document Builder – Document page

The following example shows the Document Details section of the BillTo document:

When you mark a document private, the document does not appear as a reference option when attempting to specify it in a document that belongs to any other document package than its own.

Image: Add Compound Child page

The following example shows the Add Compound Child page for the document Demo_Document that belongs to the Demo package.

The previous example shows that the when searching for a document in the Purchasing package to reference, the BillTo document does not appear as an option, since it is designated a private document.

To specify a private document:

1. Select PeopleTools > Documents > Document Builder.

2. Click the arrow icon next to the Document Details label to expand the section.

3. Select the Is Private check box.

4. Click Save.