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-- More Info --

Viewing Document Properties from the Document Manager

In addition to the document name, you can see columns for the following document properties on the Document Manager.

Click on an area in the screen shot below to view its description

The check boxes for each of the items are shown on the Document Manager allowing for instant access and verification of the document property and its status. Each check box can be selected or cleared directly from the Document Manager and is then reflected in the document properties.

All Issues

Displays an icon () with the total number of issues for a document.

All Outstanding Issues

Displays an icon () with the total number of outstanding issues for a document.

My Outstanding Issues

Displays an icon () with the total number of outstanding issues assigned to you for a document.

Uncleared Issues

Displays an icon () with the total number of uncleared issues for a document.

Name

Displays the name of the file set in the Document Properties.

File Name

Displays the file names for the CaseView and external documents. A file name is displayed for each document regardless of whether a file exists or not.

Prepared by

Displays the initials and the date the document was marked as prepared.

Reviewed by

Displays the initials and the date the document was marked as reviewed.

Checked Out By

Displays the initials and the date the document was marked as checked out.

Sync Behaviour

Displays the Sync-On-Demand setting for each external or CaseView Document. More Information on Sync On Demand

Note: Sync Behavior column is only available for Smart Sync.

Include in Index

Displays the Include in Index setting for this document which can be changed in the Document Manager.

Retain on Cleanup

Displays the Retain on Cleanup setting for this document which can be changed in the Document Manager.

Roll Forward

Displays the Roll Forward setting for this document which can be changed in the Document Manager.

Roll Forward as Placeholder

Displays the Roll Forward as Placeholder setting for this document which can be changed in the Document Manager.

Lock Down

Displays the Lock Down setting for this document which can be changed in the Document Manager.

Role Set

Displays the Role Set set in the Document Properties.

Viewer

Displays the default viewing behavior for images and PDF documents. You can select your default external viewer such as Adobe Reader, Microsoft Photo Viewer, or the Internal Working Papers Viewer.

Modified

Displays the modification date of external and CaseView documents.

The date is updated automatically for files in the client folder. For external or CV documents that are not within the client folder, dates will be updated upon reopening the client file.

Version

Displays the version of the document.

To view document properties from the Document Manager:

Right-click the column headings area of the Document Manager and select Properties.
Choose the columns that should be active.