Viewing and editing properties

For most purposes, you can view the properties of a document on the property pages that are described in Understanding property pages.

If you have the appropriate privilege, you can also view the same properties plus advanced information and commands.

To view a document’s advanced information:

1. On the Document property page of the document, click the document icon in the upper left corner of the page. The Advanced Document Information dialog box appears. You cannot edit properties in this dialog.

Editing properties is important to keep the values accurate for effective searching. Without accurate metadata, searching for documents can result in finding the wrong documents or no documents at all.

To edit the properties of a document:

1. Select the document whose properties you want to change.
2. Click the tab to show the property page that contains the property that you want to edit.
3. Click Edit. The properties become editable.
4. Change the value of the properties by typing text, selecting values, or selecting checkboxes. Properties that require you to set a value are indicated by a red triangle icon .
5. Click OK to save your changes.

Note    Your ability to edit properties is determined by the document’s current workflow status, your security privileges, and the vault configuration. In most cases, you will only be able to edit properties while a document is under change by you.