General Tab of the Documents Details Page or Dialog Box (without content repository)

Overview

This section displays configurable options for general document information of the selected document.

Screen Elements

Title field

The name of the document.

Public Location field

The publicly-accessible file location of the selected document. All project participants can view this file.

Private Location field

The private file location of the selected document. Typically, the private location is found on the user's personal computer rather than a location that anyone could access.

Open button

Enables you to launch the file (if it is recognized by the system) or open the file location (if you have permissions to view the location).

Deliverable option

Determines whether the work product or document is a project deliverable.

Status list

The current review status of the document. If the document is not under review, this field is blank.

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.

Revision Date field

The date of the last update of the document.

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 classification label used to organize documents.

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.

Getting Here

Click Projects.
On the Projects navigation bar, click Documents.
On the Documents page:
1. Expand a project and select a document from the left pane.
2. Click the General tab.

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