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Project Document Details

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Use the Document Details dialog box to view a project document's details. Also, with the appropriate access, based on a document's security policy, you can edit a document's details.

Document Details contains five tabs; General, Description, Related Items, Version, and History.

The Review Status information is located on the Version tab. Click the link under Review Status to access the document's review status.

General

The General tab displays general document information. Only six fields on this tab may be edited; Title, Security Policy, Template Document, Owner, Document Category, and Reference Number:

The remaining fields on the General tab are Read-Only:

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Description

The Description tab display all of the notes specific to the document. Enter and format notes about the document on this tab.

Related Items

The Related Items tab displays all items that are related to the document by name and description. Related items can include activities, documents, WBS, or issues.

To relate an item:

  1. Click the icon for the type of item you want to relate.
    • relateactivityWBS to relate an activity or WBS element
    • relateissue to relate an issue
    • relatedocument to relate a document
  2. Navigate to the item.
  3. Click OK, then click Close.

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Version

The Version tab displays information about the versions of the document.

The Version tab also included information about document Review Details. Click on the link for the Review Status to view Review Details.

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Review Status

To access Review Status, you must click the Version tab, then click the Review Status link. If no link is available under Review Status, no review exists for the document.

Note: A document with a security policy of Personal cannot be reviewed. The security policy must be Shared or Read-Only for a document to be available for review.

The Review Status dialog box displays the details of the document's review.

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History

The History tab displays the history of the document.

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