The Document Properties window has 2 tabs:
Details — this is the tab that is displayed by default. It contains specific information about the document.
Profiling — contains all the extra fields that have been configured for the selected filing cabinet associated with the document.
Document properties can only be changed if the status of the document is In Progress or Rework. Document properties cannot be changed for documents with the status of Awaiting Approval or Complete.
You can also access the properties of a document opened in Microsoft Office by clicking on Properties in the Document Manager toolbar.
Select the required document record from the search results on the Analyse Documents page, Find Documents page or a Documents tab.
Click Properties on the Tasks bar.
Select Properties from the right-click menu. The Document Properties window with the selected document's reference number opens enabling you to view its properties.
- Select the required document record from the search results on the Analyse Documents page, Find Documents page or a Documents tab.
- Select Properties on the Tasks bar.
Select Properties from the right-click menu. The Document Properties window with the selected document's reference number opens.
- Edit the following information on the Details tab, as required:
Source, as Outbound or Inbound
Send via Post
(AE) Approval Required
Click the Profiling tab.
If you change the filing cabinet for this document, the extra fields for the document will be reset to those of the new filing cabinet. The Values of existing extra fields will be cleared.
- If the extra fields for the selected filing cabinet are to be reset, click Reset. A Reset will remove any user added extra fields, i.e., those extra fields that do not exist for the selected filing cabinet. Any extra fields that are missing from the document are added during a Reset. Values for existing extra fields may be lost.
Click Yes to reset the extra fields in the Filing Cabinet.
If the selected Filing Cabinet has been set to allow assignments, then you can change the assignment for this document.
To link extra fields to the document, click . The Select extra fields window opens.
Select the checkboxes for each of the required extra fields.
To edit the values for either the added extra fields or the others, click the Value field of each extra field and select a value from the drop-down.
Click to remove any extra fields.
This does not remove default extra field details for the chosen Filing Cabinet. Only those categories that have been added by a user can be unlinked/removed.
Edit the Security details, if required.
Click OK to finish editing.