Overview
This tab displays configurable options for general document information of the selected document.
Screen Elements
Title field
The identifying name of the document as you want it to appear.
Access Level field
The list of who can access the document.
Project: If you have access to the project, you will have access to this document.
Private: Only the user who created the document will have access.
Security Policy list
The security policy for the selected document or folder:
Personal: Can be viewed, modified, or deleted only by the user who added it to the project.
Read-Only: Can be viewed by any project team member, but team members cannot modify or delete it.
Shared: Can be viewed, modified, or deleted by any project team member.
This list is not available when you access document details from the My Documents portlet.
Template Document option
Determines whether the document is to be used as a template.
Author field
The resource who authored or created the document.
Version field
The version number of the document. Version 1 is the original version of the document.
If the version number is a link, you can click the link to view that version of the document.
Last Modified By field
The name of the user who last modified the document.
Modified Date field
The date and time the document was last modified.
Format field
The application format that the selected document was created in or checked in as, after being updated.
Size field
The document size in KB.
Review Status field
The current review status of the document.
The review statuses are Blank, In Review, Approved, Rejected, and Terminated. If the document is not under review, this field is blank.
This field is not available when you access document details from the My Documents portlet.
Owner field
The resource responsible for the document.
If you have the appropriate privileges, you can browse to assign a resource to this field. This field is not available when you access document details from the My Documents portlet.
Document Category list
The list of classifications that can be used to organize various documents.
This list is not available when you access document details from the My Documents portlet.
Reference Number field
The reference or catalog number of a document.
The reference number is defined by the user.
This field is not available when you access document details from the My Documents portlet.
Tips
- The document you select and where you access the General tab might change which screen elements are visible.
Getting Here
From the Documents page:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the Project tab.
- On the Project tab, select a document and click the General tab.
From the Dashboards page:
- Click Dashboards.
- On the Dashboards page, select a dashboard tab.
- On the dashboard tab, expand the My Documents portlet and click the Private Documents tab.
- On the Private Documents tab, select a document and click
Edit Details. - In the Document Details dialog box, click the General tab.