Document Properties Window (Properties Tab)

The Properties tab has several fields that are categorized under the General and Other blocks.

General

In this field	Do this
Name	This always appears at the top and is required. For the project/shell Documents or Company Documents root folder, this is not editable.
Location	The folder location within the project/shell Documents node. "/" indicates the project/shell Documents root folder.
Document URL	The URL for the selected document.
Owner	The name of the folder creator or current owner. Click to view the user profile.
Creation Date	The date that the folder was created.
% Complete	This is a calculated field derived from the overall percent complete of all documents within the folder. The % Complete for documents is maintained manually in the Document Properties window.
Description	You can enter an optional description for the folder.
Reference URL	Lets you add an external link for a document or folder.

Other

In this field	Do this
Categories (applicable to project-level Document Manager only)	Project administrators can group folders into customized categories. You cannot use Find to search for Category designations, but you can include them in a report (user-defined reports). This field is not present at the company level.

In this field

Do this

Categories

(applicable to project-level Document Manager only)

Project administrators can group folders into customized categories. You cannot use Find to search for Category designations, but you can include them in a report (user-defined reports). This field is not present at the company level.

In this field	Do this
Phases (applicable to project/shell level Document Manager only)	In the project/shell level Document Manager, a folder can be associated with one or more project/shell phases, making it accessible only during those phases of the project/shell. This helps ensure that important, phase-specific documents are visible at the appropriate times during the life cycle of the project/shell. Click the Select button and select one or more phases. The Phase setting controls the visibility of folders. For example, if the project/shell administrator sets the project/shell phase to conceptual design, only those folders tagged with the phase conceptual design, as well as those without a phase tag, will be visible during that phase. If you do not specify a phase, the folder will display during all project/shell phases.

In this field

Do this

Phases

(applicable to project/shell level Document Manager only)

In the project/shell level Document Manager, a folder can be associated with one or more project/shell phases, making it accessible only during those phases of the project/shell. This helps ensure that important, phase-specific documents are visible at the appropriate times during the life cycle of the project/shell. Click the Select button and select one or more phases.

The Phase setting controls the visibility of folders. For example, if the project/shell administrator sets the project/shell phase to conceptual design, only those folders tagged with the phase conceptual design, as well as those without a phase tag, will be visible during that phase. If you do not specify a phase, the folder will display during all project/shell phases.

Last Published Monday, April 14, 2025