Introduction

At this screen, you can modify the attributes of a document.

Menu path

Click  at the toolbar when viewing a document.

Roles & rights

• The Who can view section is available only to document owners.
• The Who can edit section is available only to document owners, and people with editing rights. The editing rights are defined at the document or document type level whereby the former will precede the latter. For more information, see Creating and Modifying Document Types and Creating and Modifying Documents.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the attributes of the corresponding document.

Close

Click this to exit.

Description

Except for the following, the other fields are similar to those at the corresponding new and edit modes of a document. For more information, see Creating and Modifying Documents.

Who can view

This field displays the people who can view the corresponding document. Click the hyperlink to view the corresponding people or obtain an overview of the corresponding people.

Note: This field will only be displayed if you select the Show edit information check box in the Security level section of the Share tab of the new and edit modes of a document type.

Who can edit

This field displays the people who can edit the corresponding document. Click the hyperlink to view the corresponding people or obtain an overview of the corresponding people.

Note: This field will only be displayed if you select the Show edit information check box in the Security level section of the Share tab of the new and edit modes of a document type.

Related document

• Creating and Modifying Document Types
• Creating and Modifying Documents