Document Information Overview

When you click a document, or a conversation about a document, the Document Information dialog box slides out. This allows you to view information about a document, preview and download the document, view previous revisions and attachments, view and add comments, and view all members that have access.

The following tabs are available in the Document Information dialog box:

Tab Description
Summary Displays information about the document, such as folder location, document number, latest revision, title, originating organization, and who uploaded and last edited the document.
The following options are available:
  • Click Edit to edit the document information, if you have the relevant permission rights.
  • Click to download the document.
  • Click to view previous revisions of the document, if available.
View Displays a preview of the document. This is only available for certain file types, including PDFs, Microsoft Office documents, and image files.
Comments Displays all comments for the conversation about the document, with the most recent comments at the bottom. To search for comments, click . To add a comment, enter your comment in the Comment field at the bottom, and then click Send.
Attachments Displays attachments that members have added to the conversation.
Notes Displays notes that relate to the document. Click Edit to add notes, if you have the relevant permission.
People Displays a list of all users and groups that can view and participate in the conversation. You can click a group to display its members in the Group dialog box.