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.

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

Document Builder - Document page

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.

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

Add Compound Child page

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.