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Document Properties Window

To open the Documents Properties window:

1. Go to your project (User mode).
2. Click Document Manager > Documents.
3. Click a document to select it.

When you select a document , the right pane displays the following tabs:

• Properties
• Linked Records
• Audit Log
• Permissions
• Options

If a data element in the right pane contains a tooltip (a description of the field), then a question mark (?) symbol appears next to that field. When you hover over the question mark, the tooltip appears.

Related Topics

Document Properties Window (Properties Tab)

Document Properties Window (Linked Records Tab)

Document Properties Window (Audit Log)

Document Properties Window (Permissions Log)

Document Properties Window (Options Log)

Document Properties Window (E-Sign Log)

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Last Published Sunday, July 20, 2025