View or Modify Document Properties

You can view or modify (with proper permissions) the Document Properties of uploaded files and empty documents. You can also import properties values. For more information, see Import and Export Folders, Properties, and Empty Documents.

To view document properties

  1. Select the document in the project or shell Documents log.
  2. From the right-pane, select the Properties tab. The folder properties are displayed in the right-pane.

To view document options

  1. Select the document in the project or shell Documents log.
  2. From the right-pane, select the Options tab. The folder options are displayed in the right-pane.

To modify document properties

  1. Select the document in the project or shell Documents log.
  2. From the right pane, select the Properties tab.
  3. Make your changes and select OK.

To modify document options

  1. Select the document in the project or shell Documents log.
  2. From the right pane, select the Options tab.
  3. 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.


Last Published Tuesday, December 17, 2024