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 navigation breadcrumb, the New button, the document title and two action bars.

Note: The upper part of the AODocs header containing the top blue bar, the New button and the left action bar can be hidden.

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The following actions are available in the action bars:    

Left action bar
Action Where? Who?

Description

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Share: You can manage the sharing permissions at the document level.

Contributors can be prevented from sharing a document.

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Publish the document: You can publish the attachment as an embeddable HTML file.

Only Google files can be published.

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Notify users: You can send an email to users who can access the document.

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Document history: You can access the activity log of a document.

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Export: You can export the document to another library or export the document  to a user's My Drive.

  Right action bar
Action Where? Who?

Description

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Workflow buttons: If you are a workflow validator, you can perform manual workflow actions.

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Manage folders: You can move the document from its current location to another folder.

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Open in Google Drive: You can open the attachment in a new tab:
- in the Google editor for Google files
- in the Google preview for non-Google files.

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Edit document properties: You can edit the document properties, attachments, relations and description.

Learn more: Edit document properties

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Download attachment: The attachment can be downloaded.

Viewers can be prevented from downloading an attachment.

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Dupplicate: You can copy the AODocs document. The properties, attachments, relations, descriptions and permissions are copied from the original file.

Contributors can't copy a document if they aren't document creators of the doucment class.

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Delete: You can send the document to the library trash.

Contributors can be prevented from deleting a document.



The AODocs sidebar

The document side bar allows you to access the Properties panel, the Versions panel 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 panel (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:
    Perform workflow actions
  • The custom properties of the document.
    Learn more:
    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 the name of a file to open its preview, or you can use the action buttons to download it or upload a new version. If the attachment is a Microsoft Office file, you can use the Edit in Office button to open it in Word, Excel or Powerpoint.
    Learn more: 
    Manage document attachments in Document Management libraries
  • The rich text description of the document.

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