View the Details of a Document

You can view additional information about a document, such as the modified and received dates, file size, status, scale, and source. You can also access available renditions, previous versions, and file metadata.

Pre-requisites: You must first find the document that you want to view the details for. For information, see Search for Documents.

To view the details of a document in Smart View:

1. Navigate to the Information Zone or the Documents tab on an entity record, such as a project or organization.
2. If Smart View is not enabled, click the Smart View toggle to enable it.
   
3. If required, search for the document(s).
   For information, see Search for Documents in Smart View.
4. Click > Summary Details, or click if you are in Image Mode.
5. On the Details window, do any of the following:
   • To view the metadata, click Metadata. To view the metadata for a rendition, click .
   • To copy a link to the file, click Copy Link.
   • To edit the properties, click Edit Document Properties.
   • To view renditions and previous versions, expand the Renditions or Versions section. To view the document, click the file type icon. To download the file, click .

To view the summary details for documents in Classic View, click the image title and then click at the bottom of the search results to display the summary panel.