Manage Document properties and access Manage Document properties and access

Manage Document properties and access

Introduction

The right menu in Tangelo contains tools for managing document properties, access, sharing, tasks, and version history. These options help users control document structure, permissions, and collaboration within the platform.

Summary

The right menu provides access to document management and collaboration features. Users can manage properties, control access, share content, track changes, and manage document-related tasks.

Overview

Properties Tab

Use the Properties tab to manage document settings and section behaviour.

Available actions include:

  • Changing section status
  • Managing visibility settings for web-based documents
  • Configuring URL names manually

Privileges Tab

Use the Privileges tab to manage access permissions for documents or sections.

Available actions include:

  • Assigning roles and permissions
  • Extending permissions to child sections
  • Limiting permissions to specific sections

Share Tab

Use the Share tab to reuse document sections in other documents.

This allows shared content to be used across multiple documents.


Tasks Tab

Use the Tasks tab to create and manage tasks related to document sections.

This helps organise collaboration and track required actions.


Audit Tab

Use the Audit tab to review document activity and changes.

Available information may include:

  • User activity
  • Status changes
  • Access history

Revisions Tab

Use the Revisions tab to manage document version history.

Available actions include:

  • Viewing previous versions
  • Tracking document changes
  • Restoring earlier revisions if required

Remarks

  • Available menu options may vary depending on permissions, document type, or enabled modules.
  • Some visibility and sharing settings may only apply to web-based documents.