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Speaking of viewing document properties...
In this window, you can view the properties defined for the document when posting, the history of versions and reviews and their approvals or rejections, the users who have accessed the document, the documents that are related to it, as well as the documents to which it is related.
You can also perform certain actions from this window, such as restoring an older version, exporting access, and viewing the profile of users who have accessed the document, among others.
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View document properties
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01. Find the document to be viewed.
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You can see the document properties. Properties Document version details Version/review of approval history Version accesses
Related documents Document relationships |
04. Click on Close – to close the document preview – or on Document actions and then on View document – to return to the document preview.
View old version of the document
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01. In the Document version details table, find the old version of the document.
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03. View the document with the content of the old version being displayed.
Restore older document version
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01. In the Document version details table, find the old version of the document that you wish to restore.
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Clicking on this option creates a new version of the document with the content of the restored version. You can also restore a document from the General Information tab of its properties. For more information, see Platform ❙ Restore document version. |
03. View the document with the content of the restored version.
Access profile of user who has accessed the document
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01. In the Version accesses [9,999] table, find the user who has accessed the document for whom you wish to view the profile.
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To return to the folder in which the document that was being viewed is posted after viewing the user profile, click on Back on the browser being used. |
Export document accesses
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01. In the Version accesses [9,999] table, click on Click here, located in the message displayed in its lower part.
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The spreadsheet generated contains two tabs: one with information related to the hits of the document and another containing the parameters used for exporting, such as the authenticated user, and the data related to the document in question. |
View document related to the document
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01. In the Related document list table, find the related document to be viewed.
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03. View the content of the related document.
View document to which it is related
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01. In the Document relationship table, find the document to which the viewed document is related.
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03. View the content of the document to which it is related.
Go back to document view
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01. In the document properties view window, click on Document actions.
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The other existing options in Document actions are described in view document, since they are made on the document itself. |
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