Document properties overview

When you create a new document, it’s essential to set the right properties to ensure your document is organised, accessible, and easy to manage.

Document properties let you specify important details like the language and a description, which help streamline the handling and retrieval of your documents.

Example of document properties:

Below is an explanation of each property that can be configured or provides information about a document.

Document

This section displays the basic details of your document, such as the document name and type. It provides an overview of the document's identity and the context in which it is being used.

• Created On: This field shows the date and time the document was created. This property is automatically set when a new document is created.
• Type: The document type specifies the template or format used for the document. This helps in categorising the document for easy identification and management.
• Language: The language property indicates the language in which the document is written. This setting is essential for localization and ensuring that the document meets language-specific requirements.
• Description: This field allows you to provide a brief description of the document’s content or purpose. A clear and concise description aids in the quick identification and understanding of the document's relevance.

Version

This section displays the version history of the document, tracking updates and changes over time.

• Created On: This field indicates the version history of the document, tracking updates and changes over time.
• Sequence Number: The sequence number helps in ordering or indexing the document within a series of documents. It’s particularly useful for documents that are part of a sequence or set.
• Label: Labels provide an additional layer of categorization, allowing for more specific tagging and organization of the document.
• Remarks:  This field is for adding any additional notes or comments about the document. Remarks can be useful for conveying specific instructions or considerations regarding the document.
• Status: The status indicates the current workflow state of the document, such as whether it is being drafted, reviewed, or finalized.
• Published: This checkbox shows whether the document has been published or is still in draft form. Checking this box indicates that the document is ready for public or internal dissemination.

Collapsing the Properties Section

To keep your workspace organised, you can collapse the properties section using the "-" icon located at the top right of the properties panel. This feature allows you to hide the details when they are not needed, providing a cleaner interface while working on other aspects of your document.

Conclusion

Configuring these properties is typically done once during the creation of a new document, but they can be updated as needed to reflect changes in the document's status or content. Proper management of document properties ensures that your documents are well-organized, easily accessible, and ready for any necessary workflow processes.