Document Properties

The Properties page for a generic document lists its attributes and the list of files checked into the document.

To access this page:

  1. View a list of documents or files (see List of Documents in a Document Family or List of Files in a Document) or search for the required document.
  2. Click the Name of the document.
  3. From the page toolbar, select Categories > and the name of the generic document.

This topic describes:

This page discusses:

Fields

See Document Properties and Files Page for field descriptions for other types of documents.

Field Name Description
Name The name of the document.
Revision The revision number or letter of the document.
Type The type of object, which is Generic Document.
Title The document's title.
Description A description of the document.
Created On The creation date entered by the user who created the document. (A user can enter a creation date different from the actual creation date.)
Policy The policy that governs the document.
State The current state of the document in its lifecycle, for example, Create or Approved.
Owner The person responsible for the document.
Approver The person who approves the document.
Originated The date on which the document was originated.
Access Type There are 2 options, Inherited and Specific. If you choose Inherited, the generic document inherits the access from the class. If you choose Specific, the generic document does not inherit the access from the class.
Checkin Reason Comments entered when the document was checked in.
Design Group Owner The person's user name, if assigned.
Designated User The person who will primarily be using the document.
Language The language used within the document.
Release Type Design Release or Production Release.
Classification Path The hierarchical structure that locates this document.
Attribute Groups If the document is classified in a IP Classification class, the Properties page lists the attributes inherited from all attribute groups assigned to that class.

Actions/Toolbar Commands

See Documents and Content in the Collaboration and Approvals User's Guide for details on menu items not listed here.

Action Description For More Information
Edit Details Edits the document details. You can only edit certain attributes.You must be the document's owner to edit properties. Editing Document Library, Document Family, and Document Properties
Copy Creates a copy of the document.You must have the Library User role to copy documents. Copying a Document
Update Files For any files that were checked out and locked, uploads the next version of those files and unlocks them. Uploading Files in the Collaboration and Approvals User's Guide
Add Files Adds additional files to the document. Uploading Files in the Collaboration and Approvals User's Guide
Subscribe Subscribes to events for the document. Subscriptions Page in the Collaboration and Approvals User's Guide
Push Subscription Selects other people to receive notifications of events. Pushing Subscriptions in the Collaboration and Approvals User's Guide
Delete This Version Deletes the selected file; click OK to confirm. Any other versions (either earlier or later) are not deleted. --
Delete All Versions Delete all versions of the selected file; click OK to confirm. --

Categories

Category Description For More Information
Approvals Lists the approvals for this document. Approvals List

Document Sheets

Shows details about document sheets contained in the document.

Document Sheets List
Files Lists the files checked into the document. List of Files in a Document

File Versions

List the versions of all files checked into the document object.

File Versions Page in the Collaboration and Approvals User's Guide

History

Shows a log of events that have occurred.

Viewing History for Content in the 3DEXPERIENCE Basics

Routes

Shows all routes associated with the document.

Routes Page and Routes Summary Page in the Collaboration and Approvals User's Guide

Revisions

Lists the revisions for the object.

Document Revisions Page in the Collaboration and Approvals User's Guide

Lifecycle

Shows the lifecycle of the document and its current state.

Lifecycle Page in the 3DEXPERIENCE Basics

Discussions

Shows discussions for the document.

Discussions Page in the Collaboration and Approvals User's Guide

Retention Schedules

List the retention records and retention holds that cover the final disposition of this document.

List of Retention Schedules for a Document

Referenced By

Shows the folders that contain the document.

Viewing Where an Object is Used (Referenced By)
Classification Lists the classes that the document has been added to. Classifications List