Document Properties Window

To open the Documents Properties window:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Document Manager, and then select Documents.
  3. Select a document.

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), a question mark (?) symbol appears next to that field. When you hover over the question mark, the tooltip appears.