The Document Properties Window

The Document Properties Window displays information relevant to a currently selected document, and allows some editing.

Note: To open the Document Properties dialog box, right click on a document in the right pane of KnowledgeTree Explorer; then, select Properties.

Use this tabbed page to view/edit the document display name, file name, and various document properties and their values.

The following information is editable on the Details tab:

•	display name

•	description

•

file name

The following document properties and their values are displayed on this tabbed page:

•	the size of the file

•	the display name

•	document status - checked out or checked in

•	permissions that this user has on the document

•	the document file type

•	the KnowledgeTree document type

•	the date this document was last modified

•	the user who last modified this document

•	the document author

•	description of the content

•	document ID

•	version number

•	content author

•	the document URL (location of the document in KnowledgeTree)

•	the document folder URL (location of the document's folder in KnowledgeTree

•	the KnowledgeTree URL

This tab displays the document's workflow, and the current workflow state. You can also select and start a workflow on the currently selected document.

How to start a workflow

To start a workflow on the currently selected document, select a workflow from the Workflow drop down menu; then, click Start Workflow.

How to view the current workflow state

If the document is already in a workflow, view the current workflow state on the Workflow tab.

This tab displays details of all transactions that have occurred on the document since it was added to the repository - information includes: username, action, date, comment.

This tabbed page displays all content and metadata version information on the currently selected document, including user name, content version number, metadata version number, date, filename, file size.

This tab displays the current document type and its associated metadata (the predefined fields and fieldsets associated with the document type), and tag words. Use this tabbed page to edit the document properties (click in a field to add/edit values).

Document properties are associated with the document type. When changing a document's type, you may need to define new properties. For example, the Invoice document type may have properties such as 'Amount' and 'Account Number', whereas document type 'Publication' may have properties such as 'Author', 'Editor', and 'Publication Date'.

To change a document's type, and its properties ...

1.	Open the document's Document Properties window in KnowledgeTree Explorer.

2.	Click the Custom Properties tab; then, click the Document Type down arrow to display available options.

3.	Select a document type from the list; then, click Update.

4.	The property fields associated with the new document type display in the Properties section of the dialog box.

5.	Click in the field adjacent to the relevant property to edit the property value.

6.	When you're done, click OK.