List of Files in a Document

You can list the files that are attached to a document or document sheet.

To access this page:

  1. List the documents in a document family. See List of Documents in a Document Family.
  2. Click the Name of the document.
  3. Select Categories > Files. The list of files for that document opens.

This topic describes:

This page discusses:

See Also
Document Properties

Columns

Column Name Description
File Name Name of the file. Click the Name to view the properties page for the file.
Shows if the file is locked.
Ver The file version identifier. Click the Ver to view the list of versions of this file in a new window. See the File Versions Page in the Collaboration and Approvals User's Guide.
Originated The date and time when the file was created.
Comments Comments entered when the file was checked in or created.
Originator Creator of the file.
Owner The username who owns the file.
Format The file format.
File Size The size of the file in bytes.
Actions The actions you can perform in the file:

Icon Name Action

View file

View the file in a configured application.



Download

Download one or more files to your local machine. Browse to the directory or folder you want to contain the file. Multiple files are downloaded in a single zip file.



Check out and Lock

Check out one or more files to your local machine and lock the files from other users who cannot unlock it. Navigate to the folder or directory you want to contain the file.



Update Files

Update a file to its next version. See Documents and Content in the Collaboration and Approvals User's Guide.



Lock

Lock the file.



Unlock

Unlock the file.

Actions/Toolbar Commands

Action Description For More Information
Upload/Checkin Copy files from your computer to the database and store in this document. Documents and Content in the Collaboration and Approvals User's Guide
Update Files Check in a newer version of the files. Documents and Content in the Collaboration and Approvals User's Guide
Download Download the selected document files, browse to the directory or folder you want to contain the file. Downloading a document does not lock it. --
Render Selected As PDF Submits selected files to be converted into PDF files; click OK to confirm. Only available if PDF rendering is enabled (see Batch Printing and PDF Rendering in the IP Classification Administration Guide.

The Rendering job is submitted in the background and the PDF file must be visible in the files list after a while. The system load and the number of print/rendering jobs submitted will affect the wait time before you see the PDF file in the file list.

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Checkout Check out a file from the document, navigate to the folder or directory you want to contain the file. Checking out a document locks it. --
Delete This Version Delete the version shown; click OK to confirm. If prior versions were checked in, the latest version becomes the active version for this file. --
Delete All Versions Delete all versions of this document; click OK to confirm. --