General Tab of the Document Details Section

Overview

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:

  • Personal: Can be viewed, modified, or deleted only by the user who added it to the project.
  • Read-Only: Can be viewed by any project team member, but team members cannot modify or delete it.
  • Shared: Can be viewed, modified, or deleted by any project team member.

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:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab, select a document and click the General tab.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand the My Documents portlet and click the Private Documents tab.
  4. On the Private Documents tab, select a document and click "" Edit Details.
  5. In the Document Details dialog box, click the General tab.

From the Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand the Project Documents portlet and click the Project tab.
  4. On the Project tab, select a document and click "" Edit Details.
  5. In the Document Details dialog box, click the General tab.

Related Topics

Configuring Document Details


Copyright information