Viewing Document Details

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Working in KnowledgeTree's Web Interface > Browse Documents > Working with Documents > Viewing Document Details


This procedure displays a summary of information defined for a currently selected document in Browse Documents.

 

The Document Details page is the system default view that opens when you click on a document link in the folder view. The page provides the summary of metadata defined for the document, such as:

filename
file type
document version
created by
owned by
date the document was last updated
document type
workflow status
document id
tags defined on the document
category
document author
media  type (e.g. 'Text')

Note: Additional metadata fields may be added by the KnowledgeTree administrator.

 

 

Perform the following steps:

1.Log in to KnowledgeTree's web interface; then, locate the document - search, or navigate the folder structure in Browse Documents to the relevant document.

 

2.Having located the document, click on the document in the folder view to open the document's Document Details page.

 

3.Now you can ...
view metadata information displayed on the page.

 

view any available links created from or to this document, and open linked documents. Existing links display on the right of the page.

 

access the available actions on the document in the Document info menu, which displays on the top left of the page - the following actions may be available: Download, Transaction History, View Roles.

 

access the available actions on the document from the Document actions menu, which displays on the bottom left of the page - the following actions may be available: Discussion, Email, Generate PDF, Links, RSS, Request Assistance.

 

Document Details Page

 

 

 


© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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