Document Properties

The following fields are available when adding links to cloud documents.

Field Description
Number The document number. This defaults to the title of the file, but you can modify this if required.
Revision The document revision number.
Title An alternative title for the document. This is optional.
Originating Organization The organization where the document originated from. This might be your own organization, or a third-party organization, such as a client or supplier.
Folder The folder you want to store the document in.

Access to documents is governed by group access on the folders where documents are stored. To view which groups have access, and their respective access rights, click Who will have access? to display the Folder dialog box. The Groups section displays all groups that have access to the folder and documents within it. You can click a group to view its associated members. If you have the required permissions, you can add and remove groups by clicking on the Groups header.

Notes Any notes about the document, such as a brief description of the document. This is optional.