Index

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.

Basic path

01. After clicking on the option View properties, located in the document view window, view the information configured in the document's General information tab, found under the Properties table.

02. View the details of versions/reviews of the document in the Document version details table.

03. View the details of the approvals and rejections for each version/review of the document in the History of version/review approval table, by selecting the version or review for which you wish to see the details in the Document version details table.

04. View the list of users who have accessed the current version of the document, with the date and time of the first and last access, in the Version accesses [9,999].

05. See what other documents are related to the viewed document in the Related documents list.

06. See what documents have the viewed document as a related document in the Document relationships table.

07. Click on Close – to close the document preview – or on Document actions and then on View document – to return to the document preview.

Alternative path

View old version of the document

01. In the Document version details table, find the old version of the document.

02. Click on the link over the number or the description of the version/review.

03. View the document with the content of the old version being displayed.

Restore old version of the document

01. In the Document version details table, find the old version of the document that you wish to restore.

02. Click on Restore, found in the Restore column and in the line representing the version that will be restored.

03. View the document with the content of the restored version.

Access profile of user who has accessed the document

01. In the Version accesses [9,999] table, find the user who has accessed the document for whom you wish to view the profile.

02. Click on the link over the user's name.

03. View profile of user who has accessed the document

Export document accesses

01. In the Version accesses [9,999] table, click on Click here, located in the message displayed in its lower part.

02. Click on the notifications icon on the top right corner of the window next to the user's name.

03. In the export notification, click on the link for the document that was generated.

04. View the hits that contain all the versions and users who have accessed the document.

View document related to the document.

01. In the Related document list table, find the related document to be viewed.

02. Click on the link over the number or the description of the related document.

03. View the content of the related document.

View document to which it is related.

01. In the Document relationship table, find the document to which the viewed document is related.

02. Click on the link over the number or the description of the document to which the viewed document is related.

03. View the content of the document to which it is related.

Go back to document view

01. In the document properties view window, click on Document actions.

02. Click on View document.