To view document properties (Standard View)
- Select the document in the project or shell Documents log.
- From the right-pane, select the Properties tab. The folder properties are displayed in the right-pane.
To view document options (Standard View)
- Select the document in the project or shell Documents log.
- From the right-pane, select the Options tab. The folder options are displayed in the right-pane.
To modify document properties (Standard View)
- Select the document in the project or shell Documents log.
- From the right pane, select the Properties tab.
- Make your changes and select OK.
To modify document options (Standard View)
- Select the document in the project or shell Documents log.
- From the right pane, select the Options tab.
- Make your changes and select Save.
Note: The Administrator can specify values on the Document Attribute form (for Document Properties) that enable auto-sequencing (auto-numbering of documents). You can use document auto-numbering on documents across the Company level or the project/shell level. For example, the Administrator can specify that a Document Name field uses auto-sequencing in order to give each document a unique number as it is created. The auto-numbering occurs when you click Apply or OK in the Document Properties window. Later, you can view the auto-numbering of the document by clicking the Properties button to view the Document Properties.