The AODocs document interface is composed of:
Automatically generated table of contents
An AODocs document in a Document Management library
The header
The header contains:
- the navigation breadcrumb
- the New button
- the Create a related item button
- the document title
- the action bar
- Administration, Help and user menus
Document header in a Secured Folder
The following actions are available in the action bar:
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| Action | Where? | Who? * |
Description |
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Workflow button: If you are a workflow participant, you can perform manual workflow actions. |
 Download attachment |
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Download attachment: You can download the attachment of the document. Administrators can prevent viewers from downloading an attachment. |
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Open in Google Drive: You can open the attachment in a new tab:
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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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Toggle to show or hide the right sidebar. |
The following actions are available from the More actions menu in the action bar:
| More actions menu | |||
| Action | Where? | Who? * |
Description |
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Duplicate |
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Duplicate: 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 document class. |
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Workflow transition status |
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Workflow transition status: This option is available if a parallel workflow action is in progress. Library administrators and workflow participants can use this option to access the list of participants of the parallel action. Learn more: Perform workflow actions. |
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Administrator actions |
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Administrator actions (for workflows): If you are a library administrator, you can force workflow actions. |
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Edit document permissions |
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Edit document permissions: You can manage the sharing permissions at the document level. Learn more about:
Administrators can prevent contributors from sharing a document. |
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Edit attachment permissions (Drive) |
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Edit attachment permissions: You can manage the sharing permissions at the attachment level. Learn more about: |
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Move |
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Move: You can move the document from its current location to another folder. The Move option may be available in Document Management libraries, depending on the library configuration. |
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Check-out: You can check out a document to create a draft version. |
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Create new version: You can create a new version of your AODocs document. |
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Notify users |
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Notify users: You can send an email to users who can access the document. |
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Shareable link |
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Shareable link: You can share document attachments as Google Drive URLs. |
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Publish to the domain |
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Publish to the domain: You can publish the attachment of your document as an embeddable HTML file. Only users from your domain can see the published file. Only Google files can be published. |
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Publish to the web |
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Publish to the web: You can publish the attachment of your document as an embeddable HTML file. Anyone with the link to the published file can see the file. Only Google files can be published. |
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Export |
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Export: You can export the document to another library or export the document to a user's My Drive. |
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Delete |
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Delete: You can send the document to the library trash.
Administrators can prevent contributors from deleting a document. |
* Super administrators
Library administrators
Contributors
The AODocs document page
The Properties tab in the AODocs document page contains the following sections:
- The document’s system properties: Library, Document class, Creation date, Last modification date, Document creator and Last update author. This section also shows the document's location.
- The current workflow status (if any) 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 (only in Document Management libraries): You can click the name of a file to open its preview and 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 Open in Microsoft Office file button to open it in Word, Excel or Powerpoint. Learn more: Work with Microsoft Office file attachments.
- The rich text description of the document.
Tip: Click the clipboard button next to Person properties to copy all the email addresses defined for that property to your clipboard.
The document page in a Document Management library
The left sidebar
The left sidebar in AODocs documents lets you access:
- the Properties tab
- the attachments of a document
Note: In Document Management libraries, you can attach a file to a document from the left sidebar.
- the Versions tab
- the Document history tab where you can access the activity log of a document.
The left sidebar of a document in a Document Management library
The right sidebar
The right sidebar in AODocs documents lets you access:
- the Workflow transitions tab: where you can view current and completed workflow transitions and access the parallel workflow transitions dialog
Learn more: What are workflows?
- the Comments tab: where you can view workflow comments and document comments
Important:
– Readers can only view document comments.
– All users with Can comment permission can add comments.
– Only library administrators can delete document comments.
- the Properties tab: where you can view the document properties
Important:
– The properties tab is only available when working on an attachment. Learn more: What are attachments?
– Readers can only see the properties tab if at least one property value is set.
– Contributors and library administrators can always view the properties tab even if no values are set.
As a contributor, click the Edit button to change document properties in the right sidebar. Then click Save.
