Document's details

Depending on your user privilege for each document, you may have (or not) access to some options from the document's details screen. Useful information are displayed on the document's details table:

Rem: To add more than one keyword for a same document, you must separate your keywords with a blank character (space).A lot of possible actions are available from the document's details screen:

Table 4.1. List of possible actions on a document

OptionDescription
CHANGE DATA

To change some data of the current document:

  • Description
  • Authorities
  • Infos

The document's name, type and version are displayed only for information.

Rem: Only document's owner can modify the document's property. It's under his/her own responsaibility to choose an appropriate document's flow (defined by the document's property). If you're not the owner of a document, the property drop down list will only contain the current document's property.

Then:

  • Give your username, password and a brief description that should explain why you would like to modify data for this document (electronic signature)
  • Click on the SAVE button to apply modifications or on the CANCEL button to go back to the document's details screen
VIEW HISTORY

To display the list of all different releases attached to a document. From this screen you can:

  • VIEW or DOWNLOAD previous release (other than the active one)
  • Access to DOCUMENT DETAILS for the current active version

Rem: Because accesses privileges are stored at the 'master record' level (and not for every document's versions), the blue/red eye icon has been here replaced by a black eye icon.

  • Give your username, password and a brief description that should explain why you would like to modify data for this document (electronic signature)
  • Click on the SAVE button to apply modifications or on the CANCEL button to go back to the document's details screen
DOC LOCATION

To modify the location of the current active document version:

  • Give your username, password and a brief description that should explain why you would like to modify the location of this document (electronic signature)
  • Click on the left tree to locate the new file cabinet which will contain the document
  • Give your username and password
  • Enter a brief description that should explain why you would like to move this document
  • Click on the SAVE button to modify the location or on the CANCEL to not apply the modifications
NORMAL VIEW

To go back to the list of documents of the current selected file cabinet

DELETE

To delete the current active version of a document:

  • Give your username, password and a brief description that should explain why you would like to delete this document (electronic signature)
  • Click on the SAVE button to delete the document or on the CANCEL to not delete it and go back to the document details screen

Rem 1: Only document's owner can delete a document

Rem 2: The only way to work again with a deleted document is to undelete it

UNDELETE

To undelete a deleted version of a document:

  • Give your username, password and a brief description that should explain why you would like to undelete this version (electronic signature)
  • Click on the SAVE button to delete the document or on the CANCEL to not undelete it and go back to the document details screen

Rem: Only document's owner can undelete a document

CHECK IN

To check in a new document's version (after a check out):

Please check the Add a new document into the system section to know how to check in a new document

CHECK OUT

To check out the current active version of a document (in order to modify it and to check in a new version):

  • Give your username, password and a brief description that should explain why you would like to check out this document's version (electronic signature)
  • Click on the SAVE button to check out the doucment or on the CANCEL to not check out it and go back to the document details screen

Rem 1: Only document's owner can check out a document

Rem 2: The only way to check in a new document version is to check out the current version before

VIEW

To view the document's content in the main eDMS window

Rem: Depending on your browser configuration (plug-ins), the document may or may not be displayed. Please contact your administrator for browser configuration problems.

To go back to the previous screen, click on the yellow BACK link at the right side of the message area.

DOWNLOAD

To save the document on your local hard disk or on a server

Rem: Please note that a document saved on a local disk will leave the document's flow managed by eDMS