With the AODocs Smartbar, you can view and edit the properties of your AODocs documents directly from Google Drive.
When hovering on a document managed by AODocs in Google Drive, click on “Show / Edit the properties & workflow” (1) to open the "Document information" pop-up. Note that this button only appears if there is at least a custom property or a workflow configured in your document class.
Note: The button “Show / Edit the properties & workflow” does not 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 here: Search for documents in your Team Folder or Secured Folder
Accessing the document properties
This pop-up has several sections:
- the first one displays the title with a link to the file (2);
- when a workflow is associated with the document, the second section displays the workflow status of the document and the transitions available. The comments added during the last action are also displayed (3).
Learn more here: Perform workflow actions from Google Drive;
- the third section displays the general information of the document (4);
- the fourth section shows the AODocs properties defined in the document’s class, if any (5).
If you are allowed to edit the document properties then a “pen” button (6) is displayed. By clicking on it, a pop-up appears to edit the documents properties.
Learn more here: Edit document properties
Learn more here: Edit document class properties from Google Drive
Looking at the "Document information" from the document list
Editing document properties from Google Drive
The document information pop-up is also available in the Google Docs, Spreadsheets and Slides editor.
Looking at the "Document information" from a Google Document
Note: These buttons are displayed only if there is one workflow defined in the current library or if the document class of the current library has property fields that were added by library administrators.
Workflow task list
Click on the “AODocs - Workflow” button to open the workflow tasks that lists all documents that has a pending action. By clicking on a task you will be able to edit its properties and perform workflow actions.
Learn more here: Perform workflow actions from Google Drive
Note: This button is displayed only if there is one workflow defined in the current library.