When a document is uploaded, the application used to upload it associates metadata with the document. You enter metadata manually into a form when you upload a single document. A system administrator specifies it automatically when uploading a large number of documents. When a document is viewed, the Properties Panel in the viewer lists all the metadata associated with it. Similarly, each action performed on a document in Oracle I/PM is tracked and displayed in the History Panel. The following events are tracked in the History Panel:
When a document is created
When a document is copied
When a document is moved
When a new version of document is made
When document metadata is updated
When a document has annotations added or modified
Optionally, when a document is viewed
Document history and properties are displayed in the History Panel and Properties Panel of the viewer. The history and properties panels are displayed in either a bottom or side panel. On the Preferences Page you can specify the default display size of the panels, and you can resize the panels dynamically in the viewer by clicking and dragging the panel border. You can also select if and where each panel is displayed by default on the Preferences Page, and you can override the default setting temporarily for each document displayed in the viewer using the Viewer Menus.
To change the default display and location of the history or properties panels, do the following:
Click Preferences in the banner region of the Oracle I/PM Home Page. The Preferences Page page is displayed.
From the Placement of History Panel or Placement of Properties Panel field under the Viewer Settings section, select one of the following:
Hide: Suppresses the display of the panel by default.
Left Side: Displays the panel in a panel to the left of the page region.
Bottom: Displays the panel in a panel on the bottom of the page region.
You can change the location of the history and properties panels while viewing a document using the View menu. The change affects the current viewer session and any documents currently being viewed or opened in the current viewer session after making the change. Once the current viewer session is closed, the panel placement reverts to the preferences specified in the Viewer Setting Section of the Preferences Page.
To change the location of each panel while viewing the document, do the following:
With the document displayed in the viewer and a panel displayed on the bottom, select View then History on Left or Properties on Left to enable the menu item and display the panel on the left of the page region.
With the document displayed in the viewer and a panel displayed on the left, select View then History on Left or Properties on Left to disable the menu item and display the panel on the bottom of the page region.
You can show or hide the history and properties panels while viewing a document using the View menu. The change affects the current viewer session and any documents currently being viewed or opened in the current viewer session after making the change. Once the current viewer session is closed, the panel placement reverts to the preferences specified in the Viewer Setting Section of the Preferences Page.
To show or hide each panel while viewing the document, do the following:
With the document displayed in the viewer and a panel displayed on the left or bottom, select View then Show History or Show Properties to disable the menu item and hide the panel. If the panel is the last one displayed in the panel, the panel is also hidden.
With the document displayed in the viewer and a panel displayed on the left or bottom, select View then Show History or Show Properties to enable the menu item and display the panel. If the panel is the first one displayed in the panel, the panel is also displayed.