Display and edit file properties

With the AODocs Smartbar, you can view and edit the properties of your AODocs documents directly from Google Drive.

1. Hover over a document managed by AODocs in Google Drive and press Show / Edit the properties & workflow

Notes: 
- This button appears only if your library administrator has defined one or more custom properties or a workflow for your document class.
- This button doesn't appear if you do a search in all your Google Drive files. However, it is shown when you use the AODocs search in folder feature.
Learn more: Search for files in your Team Folders and Secured Folders

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Alternatively, you can:

  • open your file in the Google Docs, Spreadsheets and Slides editor and press the Show / Edit the properties & workflow button in

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  • open your file in the in the Google Drive file preview and select Show / Edit the properties & workflow in the Smartbar menu

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Note: If you use the navigation buttons in the Google Drive file preview, the Smartbar menu is no longer accessible.

2. The Document information pop-up opens. It has the following sections:

  • title with a link to open the file
  • the Workflow Status section (if a workflow is associated with the document): displays the workflow status of the document, the transitions available and any comments added during the last action
    Learn more: Perform workflow actions from Google Drive
  • the Information section displays the system properties of the document
  • the Properties section displays the custom properties defined in the document’s class, if any

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3. If you have edit permissions on the document, an Edit button is displayed. Press it to open a pop-up where you can edit the document properties.

Learn more: 

4. Scroll down to the Properties section and edit the required properties.

5. Press the Save button.

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