Viewing General Document Properties

Click the check box next to a document and click the Information button .

The Details tab shows the general document properties.

Editing the Environment Attributes of a Document

1. Click the check box next to a document and click the Information button .
2. On the Information pane, select the Attributes tab.
3. Click the Edit Form button .
4. Change attribute values as needed.
   
5. When finished editing, click the Save button .

Note: If you want to close the editing form before you begin making any changes, click the Stop Editing button . If you make some changes but you want to close the editing form without saving them, click the Undo Changes button .

Viewing and Exporting the Audit Trail History of a Document

1. Click the check box next to a document and click the Information button .
   1. On the Information pane, select the Audit Trail tab.
      
2. If you want to export the audit trail records of this document, click Export to File, then In the Export Audit Trail window, select your export options and click Export.
   

Renaming a Document

1. Click the check box next to the document you want to rename and from the action menu select Rename.
   
2. In the dialog that opens, change the name and/or description of the document as needed.
3. If the lock icon next to the File Name field is locked, then whatever change you make to the document name will be made to the file name. If you want the document name and file name to be different, click the lock icon to unlock the File Name field, then change the document name and/or file name as needed.
4. Click Rename.