Document Properties

This Help topic refers to the following editions:

þ Enterprise þProfessional þ Personal þ Small Business

 

From the DocuXplorer Desktop:

To view or change Document properties:

 

The Document Properties dialog contains two windows. Each window has multiple property items that either describe or can change the properties of a document.

 

General Properties

Contains information about the Document such as Document and Database ID, dates of Creation, Modification and Access, number of document versions saved, document description and Check Out status, including date of check out, check out user and the note left by the user when the documents was checked out.

 

The Document Properties/General Item contains information and properties for the selected document

General Properties

Document ID - this item is the unique ID number given to this folder. This item cannot be edited and is used by tech support to determine document identification

Permission ID - this item is the ID number given to the permission set for the object

Database ID -  this item is the unique ID number given to the database storing this folder. This item cannot be edited and is used by tech support to determine database and document identification

Accessed - the date and time this folder was last accessed

Modified - the date and time this folder was modified

Created - the date and time this folder was created

Document Path - the location of the document in the Library

Number of Versions Saved - the number of versions associated to this document

 

Document Check Out Status

Checked Out By - name of the user who has checked out the document

Date Checked Out - date the document was checked out

Reason Checked Out - the note left by the user when the document was checked out - click the icon to display the memo text

 

Description - an editable field that can be used to provide a description of what is contained in this document or any other memo information you might want to attach to this document. Any entry made to the Description Tab in the Document View Window is reflected here as a property of the document.

 

Document Properties

Use the Document Properties dialog to set up or change properties in the selected Document.

 

Use the Document Properties/Document item to set security passwords, access permissions, number of versions, index set and file associations for the selected document

 

Default document viewer - choose from the drop down list the document viewer to be used for the selected document. Viewer choices are DX Image Viewer or Associated Application.

Maximum number of versions to store - Select the number of versions that can be created for the selected document

File Extension - Change the file extension for the image or associated application file attached to this document

Index Set - Select the document's associated Index Set

 

Tip:

Since the "Max number of version to store" can not be less then the number of existing document versions, you must first remove the unwanted versions before you reduce the number of versions allowed.

 

Document Permissions - Security is not available in DocuXplorer Personal or Small Business

Allows users to set specific users, groups and permissions for the document

Permissions allow you to add users and groups and set security properties for users and groups for the Document. When permissions are inherited from a parent object the permissions items are grayed out. When an administrator or user with permission to make changes to security properties unchecks the Inherit Button, changes can be made to permissions.

Tip:

 

Related Topics