Viewing/Editing/Adding Document Properties

The Document Properties dialog box 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 on the KnowledgeTree server)

•	the document folder URL (location of the document's folder on the KnowledgeTree server

•	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).

To change the document's document type and associated metadata:

1.	Click the Document Type down arrow to display available options.

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

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

4.	Click in the field adjacent to the relevant property to edit the metadata value.