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 is.
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 the document will display.
Details Tab
To view the details of the document - Click Details.
Access Tab
To view Access rights of the document - Click Access
History Tab
To view the History of the document - Click History
With the history tab, you are able to toggle on or off different views.
The toggles from left to right are.
- Download
- Uploaded
- Superseded
- Change
- Publish
- Distribute
- Viewed
Linked Tab
To view what other documents/forms are linked to the document - Click Linked
Document Toolbar Controls
There is a document toolbar that has different controls.
The controls from left to right are.
- Zoom in.
- Zom out.
- Size dropdown - to increase the size of the document.
- Download - downloads the document.
- A|B - let's you compare revisions.
- Mark up - let's you mark up the document if you have the appropriate rights (Usually done on a Workflow Review).
- Basket - adds the document to the document basket.
- Add to version set - lets you add the document to an existing or new version set.
- Distribute - lets you distribute the document to other collaborators on your project.
- Lock - locks the document from being superseded by other users.
- Link - generates a link to this document that you can forward to others.
- Apply a Workflow - send the document on a workflow.
- Retire - retires the document from the Publication space and becomes hidden.