Understand the AODocs document interface

The AODocs document page is composed of:

The AODocs header
The AODocs sidebar
The AODocs document main page

 

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The AODocs header

The AODocs header contains the title of the document, the last update date and author, the actions toolbar and a link to hide the header. You can click on the document title to rename it.

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The following actions are available in the toolbar:

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Manage folders: displays the current parent folder of the document and allows you to move the document into another folder within the library.

Learn more here: Manage folders in a Document Management library

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Edit document properties: opens the current document in the document editor to edit its properties, manage its attachments and edit its description.

Learn more here: Edit document properties

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Share: manages the permission settings of the document.

Learn more here: Share documents in your Document Management library

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Workflow menu: contains all the available workflow actions for the current document (if any), based on your roles.

Learn more here: Perform workflow actions

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More actions menu: lists additional actions available on the document:

 


The AODocs sidebar

The document side bar allows you to access the properties tab, the version menu and the attachments of a document. You can also attach a file to a document from the side bar.

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The AODocs Main Page

The AODocs main page opens by default with the Properties page (from the sidebar).

It contains different sections:

  • The document’s system properties: Library, Document Class, Creation Date, Last Modification Date, Document creator and Last Update Author.
  • The current workflow status of the document.
    Learn more here:
    Perform workflow actions
  • The custom properties of the document.
    Learn more here:
    Edit custom properties

Note: Custom properties with an empty value are not displayed in view mode.

  • The list of files attached to the document: You can click on the name of a file to open its preview, or you can use the action icons on the line to download it or upload a new version. If the attached file is a Microsoft Office file, you can use the “Edit in Office” icon to open it in Word, Excel or Powerpoint.
    Learn more here: 
    Manage Document Attachments > Download a File
  • The rich text description of the document.

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