Index

Speaking of Editing Properties...

This option allows users to edit the properties of all document types posted in document browsing or communities, such as images, videos, forms, articles, text documents, and folders, among others. However, some options are specific to each type.

The information that can be edited includes access permissions, restrictions, approver users, approval levels, and information specific to each document type.

“My Documents” is a personal folder, so you cannot configure security or approval, only the other folders posted to the document root.

Edit properties

01. After clicking on the option Properties, found under More options at the location where the folder or the document is posted, you can change the description if you wish.

02. Apply the desired changes in the Publishing Files tab.

The Publishing Files tab is not displayed for folders and articles. It is only displayed for files, such as text documents, images, videos, and forms, among others.
More information on this tab is available in the alternative path Add New Document - Advanced, under Add New Document.

03. Click the Editor tab and change the desired information if the item whose properties are being edited is an article.

The Editor tab is only displayed for articles. This tab allows users to edit the content of articles posted in document browsing or communities.
More information on this tab is available in Add New Article.

04. Click the Attachments tab and apply the desired changes if the item whose properties are being edited is an article.

The Attachments tab is only displayed for articles. This tab allows users to change attachments of articles posted in document browsing or communities.
More information on this tab is available in Add New Article.

05. Click the General Information tab and edit the desired information.

When editing a document a new field is displayed on this tab: 
Version control.
Version control form applied to the document. The available options are:

New review: when it is selected, all changes made result in a new reviewed version of the current document. It is normally used when the document has a slight change. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new review.
New version: when it is selected, all changes made result in a new document version. It is normally used when the document has a substantial change in content. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new version.
Maintain version: when selected, the current document version is maintained. It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content. If the document requires approval, the document’s previous content continues to be displayed until the new version/review is approved. As you choose the “Maintain review” option, the contents of the document can be changed and the date that the original version was created can be maintained, without creating a new version of the document

The data contained in the General Information tab varies according to the edited item. More information on the respective fields is available in:

06. Click the Main Description of Form Records tab and edit the desired information if the item whose properties are being edited is a form.

The Main Description of Form Records tab is displayed only for forms.
More information on this tab is available in Add New Form.

07. Click the Related Documents tab and apply the desired changes.

The Related Documents tab is not displayed for folders and forms.
More information on this tab is available in the alternative path Add New Document - Advanced, under Add New Document.

08. Click the Approval tab and edit the desired information.

This tab allows users to define approval levels and approver users.
More information on available actions can be found in the alternative path Add New Folder - Advanced, under Add New Folder. For more information about the actions available under this tab, see Define approval criteria for folder or document.

09. Click the Security tab and edit the desired information.

This tab allows users to define access permissions and restrictions for folders and documents.
More information is available in the alternative path Add New Folder - Advanced, under Add New Folder. For more information, see Define security criteria for folder or document.

10. Click the Inherited Properties tab and edit the desired information.

The Inherited Properties tab is displayed only for folders. This tab allows users to define which folder properties are inherited from the parent folder.
More information is available in the alternative path Add folder - advanced, located under Folder.

11. Click on the form Datasets tab and edit the desired information.

The form Datasets tab is only available for forms. For more information, see Form.

12. Click Confirm.

If the item whose properties are being edited is an article, the available actions are:

Save Draft: this option determines that all changes made will be saved, but the article will not be posted;
Cancel draft: this option discards all changes made and restores the previous version of the article, if available;
Post: this option determines that all changes will be saved and the article will be posted.

Attention!

This documentation is valid from update 1.6.4 on. If you use an earlier version, it may contain information different from what you see in your platform.