Document Details Overview

  Who is this article for?  

  Document Managers, Document Administrators

Within this article we will be exploring the Documents Details within the Documents module of Q-Pulse Cloud.

Please note the documents you can view in the list will be dependent upon your permissions.

This article has been split into the following sections:

1. Document Details - an overview
2. Document record options

1. Document Details - an overview

To view the details for a document record:

1. Navigate to Home then, Documents and then Documents List.
2. Select View document from the  Options button.

You will be presented with a screen as per the image below:

3. The details screen will list all key details to do with the document including its Filename, ID, Title, Status, Document type, Issue date and Version.

Please note that these sections are read-only on this page and therefore a greyed out.

4. This page will also show any related documents to this document record along with any Navigator folders linked to the record.
5. At the end of the document record there is also an Activity Feed where you can view all Activity and Comments associated with the record.  You are also able to create comments on the record should you be required to do this.

2. Document record options

There are several options you can do with the original file: