Document Details

The Document Details page provides a centralized location to view and manage document information throughout its lifecycle. Users can review document metadata, edit document details, download document versions, manage attachments, review revision history, distribute documents, monitor document access, and communicate with stakeholders from a single page.

Follow these steps to access the Document Details page:

1. Navigate to Documents.
2. Locate the desired document.

3. Click the Actions menu next to the document.

   

4. Select Document Details. The Document Details page is displayed.

   

5. Review the document details, status, and associated information from the Document Detail section. This information provides a complete summary of the document and its current status.
6. Using the more options menu, you can perform the following actions:

   • Edit: The Edit option allows users to update document information, content, and settings.

     📄 Learn More

     Refer to the Edit a Document article for instructions on updating documents and publishing them.
   • Download: Select Download to download the current version of the document.
   • Save Document with Details: Select Save Document with Details to download the PDF document with its associated document information.
7. Scroll down to the document details page, where you can review and update the following details:
   • Manage Attachments
   • Review Revision History
   • Manage Document Distribution
   • Review Associated Modules
   • Review Access Logs
   • Messaging
     • Manage Messages

Manage Attachments

The Attachments section allows users to review, add, and download files associated with the document. Attachments can be used to store supporting documentation, reference materials, or other related files that help provide additional context for the document.

Follow these steps to attach a supporting document:

1. Navigate to the Attachments section.
2. Click the Add icon.
3. Browse for and select the file you want to attach.
4. Click Submit to add the attachment.

5. The selected file is added to the document and becomes available for future reference.

   

   ℹ️ Notes

   Supporting attachments can be downloaded for review or offline access.

Review Revision History

The Revision History section displays previously published versions of the document and their associated revision notes.

Users can:

1. Review available document versions.
2. View revision notes.
3. Download previous document versions for reference.

Manage Document Distribution

The Document Distribution section allows users to distribute documents to employees and review document distribution history. This section helps track which document versions were distributed, when they were sent, and who received them, providing visibility into document communication activities.

Follow these steps to distribute a document:

1. Navigate to the Document Distribution section.
2. Click the Add icon.
3. Select the employees who should receive the document.
4. Review the distribution details.
5. Click Send Document to distribute the document.

6. The document is distributed to the selected recipients, and the distribution record is added to the history.

   

   ℹ️ Notes

   Distribution records help verify that documents have been shared with the intended recipients.

Review Associated Modules

The Associated Modules section displays application records and modules linked to the document. This information helps users understand where the document is being referenced within the application.

Review Access Logs

The Access Log section tracks document access activity. Access Logs provide visibility into document usage and support compliance auditing requirements.

Information may include:

• Revision number
• Employee name
• IP address
• Date and time of access

Messaging

The Messaging section allows users to communicate with document stakeholders directly from the document record. Users can create messages, share updates with specific users, attach supporting documents, and review previous communications. All messages and attachments remain associated with the document, providing a centralized communication history for future reference.

Follow these steps to create a message:

1. Navigate to the Messaging section.
2. Enter the desired message in the comment field.
3. To notify a specific user, type @ or click the @ icon and select the desired user.
4. Attach supporting documents by dragging and dropping files into the attachment area or by browsing and selecting files from your device.

5. Click Save. The message is added to the communication history and becomes available to authorized users.

   

Manage Messages

After a message is saved, users can:

• Review previous messages and document-related communications.
• Download the attached reference documents.

• View the complete communication history associated with the document.

  

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