BlueCielo Kronodoc 2012 Quick Start | BlueCielo ECM Solutions

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Viewing and editing document properties

Kronodoc maintains properties that contain information about each document. Some of this information, for example the creation and last modification time, is automatically updated by the system. Other information, for example the title, author, description, and access rights, is set by users.

To view or edit the properties of a document:

  1. In the navigation pane, select the folder where the document is located.
  2. In the documents list, click the document name or on the Actions menu, click View. The document's property page appears in the detail pane.
  3. To edit the document's properties:
  1. In the ribbon, in the Document group, click Edit. The document's editable properties appear in a form.

  2. Click options or type values using the descriptions in the following table.
Editable document properties
Property Description

Files

Files

A list of links to all physical files that have been attached to the document. For a new document, this property is empty until the first file has been attached to it.

URLs

A list of web page links that have been attached to the document. For a new document, this property is empty until the first web page link (URL) has been attached to it.

General

Name

Name of the document

Description

Description of the document purpose or contents.

Number

By default, a new workspace assigns incremental numbers. A workspace can also be configured to accept free-form text in this property.

Author

Creator of the document

Version

By default, the document version number is a positive number starting at 1. The number is incremented by the system whenever a user creates a new version of the document as described in Creating a new version. Kronodoc can also automatically increment minor version numbers if so configured as described in Understanding minor versions. For information about finding a specific version, see Viewing prior versions.

Email

Email address of the document author

Relevance

Classifies the document by audience type, for example, Public or Private.

Owner

The owner of the document

Type

Classifies the document by context, for example, Engineering or Management.

Modified

Most recent modification date, time, and user name

Status

Specifies the document's position in its lifecycle. Documents with the status In Work or For Approval are usually shown with a red or yellow color swatch in the document list to indicate that any work depending on them may not yet proceed. Official or Released documents are usually shown with a green color swatch.

Lifecycle

Name of the life cycle assigned to the document. A document's life cycle defines the status transitions for the document and the group of users that are allowed to run each transition.

Custom

<Name>

The visibility of custom properties depends on access control, the document type, and workspace settings. For more information, see the BlueCielo Kronodoc Configuration Guide.

Collaboration

Comments

Comments attached to the document

Subscriber notification

Names of users subscribed to the document. For more information about subscribing to a document, see About change notifications.

Access profile

The active access control profile of the document as described in Viewing and editing access control profiles.

Role accesses

Role access rights to the document for individual users or user groups as described in Assigning and removing roles.

Links

Present in folders

Links to all folders to which the selected document has been linked

Parent documents

Links to all parent documents that contain links to this document

Subdocuments

Links to all child documents from which this document is linked as described in Creating subdocuments.

Short URLs to document

Web links to both the selected version and to the latest version of this document. The links contain the workspace code and the document number.

  1. Click Save. All of the document's properties reappear and your changes are shown.

Related concepts

Working with documents

Understanding minor versions

Related tasks

Deleting documents

Viewing prior versions

Creating a new version


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