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How to View Document Details

When you are in a folder within the Publication Space you will notice that each row - which represents a document or folder will have an icon to indicate what type of document it here.

Here we have a PDF file.

Preview

To get a quick preview of the document hover over the icon.

View Document Details

You can view further details about the document such as it's metadata, who has access to it, history and other forms/documents linked to it.

Click on the Document Name and a pop will display all this information.

To view on the details of the document - Click Details

To view Access rights of the document - Click Access

To view the History of the document - Click History

With the history tab, you are able to toggle on or off different views.

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 Changes

 Publish*

 Distributions

To view what other documents/forms are linked to the document - Click Linked

Document Details Toolbar Controls

The Document details also has a toolbar with different controls.

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 Retire - retires the document from the Publication space and becomes hidden.

How to Compare Revisions

To compare revisions Open the document you would like to compare by clicking on the Document number.

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2. Select the revision you would like to compare the current revision against.

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How to Download Documents

Download documents from the Publication Space

1. Click on the document you want to download.

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3. Click on the Download button on the toolbar.

One Click Download

When your mouse hovers over each document row in the grid it will show a download button. Click on it to Download the document directly.

To download more than 1 document

1. Select 1 document.

2. Press Ctrl and click on the other documents you would like to download.

3. Click on the download button.

To download a folder and a document together

1. Select the folder or document you would like to download.

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3. Click no download button on the toolbar.

Download Documents from the Details page

1. Click on the document name to go to the document details page.

2. Click on the download button on the toolbar.

Download documents from the Basket

1. Select one or more documents or folders.

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