With the AODocs Smartbar installed, you can display and edit the properties of your AODocs documents directly from Google Drive.
1. Hover over an AODocs document in Google Drive and click the Show / Edit the properties & workflow button.
| #New Smartbar | #Legacy Smartbar |
Alternatively, you can:
- open your file in the Google Docs, Sheets or Slides editor and click the Show / Edit the properties & workflow button
Note: If you're using the legacy Smartbar, when you have a pending workflow action to perform on the document, a red dot appears on the Show / Edit the properties & workflow button. The red button isn't yet available in the new Smartbar.
| #New Smartbar | #Legacy Smartbar |
- open your file in the Google Drive file preview and select Show / Edit the properties & workflow in the Smartbar menu
| #New Smartbar | #Legacy Smartbar |
2. The Document information dialog opens and includes:
- the document title and action bar, which contains:
- the workflow button (if a workflow is associated with the document), to perform a workflow action - learn more: Perform workflow actions from Google Drive
- the Open file button, to open non-Google files and edit them locally - learn more: Open and edit non-Google files
- the Open in Google Drive button, to open the file in its corresponding Google editor
- the Edit button, to edit the document properties
- the right sidebar toggle, to view the Workflow transitions tab and Comments tab
- the system properties section, displaying the system properties of the document
- the Workflow state section (if a workflow is associated with the document)
- the Properties section, displaying the custom properties defined in the document’s class (if any)
| #New Smartbar | #Legacy Smartbar |
3. If you have edit permissions on the document, click the Edit button.
4. Scroll down to the Properties section and edit the document properties.
Learn more:
5. Click the Save button.
| #New Smartbar | #Legacy Smartbar |