1. in the configuration for the store dialog, you can click on every index field in the dialog. At the bottom, you can then choose which select lists should be used. For your scenario, you would want to unselect the "default select list" and select only your "document types". Then, you want to activate the checkmark on the bottom left which says "Only allow entries from select list" or something similar - please excuse the german screenshot.
2. For this, you want to do the same as for 1. The select list you want to use should be an external multi-column select list. in the store dialog configuration you then want to not only choose which select list to use for the specific field, but also which column to use. Do this for both fields, "Name" and "ID". In the actual dialog, it works like this: User enters "1234" in the "ID" field and then can only choose "Mr. Test" for the "Name" field. The other way round works also - User enters "Testy McTest" into the "Name" field and the choices for the "ID" field are then limited to "4711".
Find screenshots here: https://imgur.com/a/c8TUvCe
Hope this helps.
Greetings from Germany,
Simon H. Hellmann
DocuWare System Consultant