Manage the display of AODocs documents

As a library administrator, you can customize the look and structure of the documents in your library. This is done at the document class level.

The document display settings define:

  • whether documents open on the Properties tab or on their first attachment
  • how the Properties tab is displayed in documents

Note: You can also group properties into sections in the Properties tab. Learn more: Organize custom properties in sections.

This article explains how to:

Access the document display settings
 Define the default tab to display
 Define the orientation of the page
Select panels to display for the current and previous versions
 Select relations to display and define their order

 

Example of a Properties tab in a document in a Document Management library:

image01.png


Access the document display settings

1. Open the library administration interface.

2. Select Document classes.

3. Press the name of the document class you want to configure or select Configure document class in the More actions menu. The document class configuration page opens.

4. Select the Advanced tab and scroll down to Configure the AODocs document page layout.


Define the default tab to display

You can define which tab to display by default when users open documents.

1. Select one of:

  • Properties
  • Document's first attachment (if any)

Note: If you select Document's first attachment (if any), documents with no attachments (in Document Management libraries only) open on the Properties tab.

2. Press Save.

image02.png


Define the orientation of the page

You can define the orientation of the document page when it displays the Properties tab.

1. Select one of:

  • Portrait: the width of the document page is set to 850 pixels maximum
  • Landscape: the width of of document page is adapted to the browser page

2. Press Save.

image03.png


Select panels to display for the current and previous versions

You can configure which panels to display for both the current version and previous versions of documents.

Tip: For some business cases, it makes sense for previous versions to display fewer panels than the current version, as they can be considered as inactive. For example, workflows or relations can become irrelevant for previous versions.

By default, all the panels are displayed and they're displayed in this order:

  • General information: displays information such as the name of the library, the document class, who created the document and when, and who made the last update and when
  • Workflow information: shows the current workflow state
  • Document properties: lists the custom properties defined in the document
  • Attachments: lists the document's attachments

Note: The Attachments panel is available only for Document Management libraries. 

  • Related items: lists the related documents of the current document
  • Document description: displays the description of the document

1. To configure the display of:

  • the current version, update the panels under Current version
  • previous versions, activate the switch Customize display and update the panels under Previous versions

2. For both the current version and the previous versions, select which panels to display and in which order.

  • Press the down arrow in the blue banner to enter select mode. Select the panels you want to display and deselect those you want to hide.

Tip: You can also use the checkbox Select all/Unselect all when in select mode.

  • Press the up arrow in the blue banner to return to view mode. 
  • To hide panels when in view mode, press the cross next to their name.

Note: If you hide the Attachments panel, you won't be able to delete attachments in your document class.

  • To change the order of the panels, drag and drop them when in view mode.

3. Press Save.

image04.png


Select relations to display and define their order

To configure which relations to display and change their order, select the checkbox Customize display of relations list and order.

  • Press the down arrow in the blue banner to enter select mode. Select the relations you want to display and deselect those you want to hide.

Tip: You can also use the checkbox Select all/Unselect all when in select mode.

  • Press the up arrow in the blue banner to return to view mode. 
  • To hide panels when in view mode, press the cross next to their names.
  • To change the order of the panels, drag and drop them when in view mode.

3. Press Save.

 Note:
– The text between double quotes is what end-users will see in the interface.
– Any relations you create (learn more: Configure relations) after customizing the list will not be displayed by default. To select your new relations for display, return to the list and move them from the left panel to the right panel.

To keep all relations selected for display in the default order, deselect the checkbox Customize display of relations list and order. The relations are unavailable and you can't move them or change their order. Any relations you create will be selected for display in the order in which they were created.

image05.png

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