General Tab of the Document Details SectionOverview This tab displays configurable options for general document information of the selected document. Screen Elements Title field The identifying name of the document. Access Level field The list of who can access the document. There are three access levels: Project: If you have access to the project, you will have access to this document. Workgroup: If you are included in the workgroup you will have access to this document. Private: Only the user who created the document will have access. Security Policy list The security policy for the selected document or folder:
Template Document option Determines whether the document is to be used as a template. This template in turn can be used to create new documents. Author field The person who authored or created the document. Version field The latest or most current version of the document. Last Modified By field The name of the person who last modified the document. Modified Date field The date and time the document was last modified. Format field The application format that the selected document was created in or checked in as, after being updated. Size field The document size in KB. (This field is read-only.) Review Status field The current review status of the document. If the document is not under review, this field is blank. The review statuses are Blank, In Review, Approved, Rejected, and Terminated. Owner field The person responsible for the document. If you have the appropriate privileges, you can browse to assign a person to this field. Document Category list The list of classifications that can be used to organize various documents. The category is set up in the client/server application by the user. Reference Number field The document's reference or catalog number. The reference number is defined by the user. Tips The document you select and where you access the General tab might change which screen elements are visible. Getting Here From the Documents page:
From the Dashboards page:
From the Workspace page:
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