How do I view the properties of a document?

In the properties we can edit some data of the document.

1. Go to Dashboard.
2. Click Docs – Documents.

3. Click on the “Documents” tab and select the desired document.
4. Click Options> “Properties”.

The screen with the document information for editing will be displayed.

• Code: Displays the document code. If the code is changed, to update the new code in the header and footer, change the file.

• Name: Displays the name of the document.
• Classification: Informs the type of document that will be sent, see more about the classifications in this article .
• Elaborator: Name of the user who sent the document.
• Tags: These are the keywords to facilitate the search of the file in the system.
• Next Revision: Indicates the date of the next revision of the document, as registered in the classification of the document.
• Valid until: Indicates the document’s expiration date, as registered in the document’s classification .
• Controlled document: Define whether the document will have the controlled copy. If “yes” it is necessary to justify obtaining a copy of the document.

• Use read confirmation: Enables whether the document needs read confirmation.

• Deadline to confirm reading after review: Set the deadline in days for the user to confirm reading the document. Expired reading deadline generates notification for the user.

• Description: Enter details related to the document sent.

If you have metadata configured in the selected classification, it will be displayed for completion in the Metadata tab.

After filling in the fields click on “Save” to finish.