View Document Properties - General

Document File Properties is used to display information about a file that help identify it;  for example, a descriptive title, the author name, the date it was added, the actions items and their responses, who has viewed the file and when, other documents relating to this file and keywords that identify topics or other important information in the file.

When there are 10 or more items to select from a list, the 'Filter by' box will display.  'How to use Filter By'

 

Navigation - from Login Menu

  1. Click My Files OR My Action Items on the main menu.

  2. Click next to document in list, click Select.  Note: The Project's Home Page will display documents list with the next to document.

  3. Go to step 3 of PROJECT HOME MENU below.

Navigation - from Project Home Menu

  1. Click Project File, My Files, My Hidden Files OR My Action Items on the main menu.

  2. Click next to document in list, click Properties.  Note: The Document Properties window will display.

  3. Click General tab.   Note: If the 'For Team' is enabled, you can change the view to all team members.

  4. Click Close to close window.

 

Navigation Buttons & Screen Items