Viewing Document and Folder Properties

Click the check box next to a document or folder and click the Information button to view the properties of that document or folder.

For folders you can view a few general folder properties.

For documents you can view some general document properties (Details tab), environment attributes (Attributes tab), and audit trail history (Audit Trail tab).

Editing the Environment Attributes of a Document

1. Click the check box next to a document and click the Information button .
2. When the Information pane opens, 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 .

Exporting the Audit Trail History of a Document or Folder

1. Click the check box next to a document or folder and click the Information button .
2. When the Information pane opens, select the Audit Trail tab.
   
3. Click Export to File.
4. In the Export Audit Trail window, select your export options and click Export.
   

Renaming a Document or Folder

1. Click the check box next to the document or folder 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 or folder as needed.
3. For documents, 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.