View And Edit Properties

For most purposes, you can view the properties of a document on the property pages that are described in Property Pages. If you have the appropriate privilege, you can also view the same properties plus advanced information and hidden properties.

Editing properties is important to keep the values accurate for effective searching. Without accurate metadata, searching for documents can result in finding the wrong documents or no documents at all.

Important!

PowerWeb is limited to sending a total of 24 KB of data when properties are edited. This limit can be exceeded if the document type includes a large number of text properties or one or more memo properties that contain a lot of data. When this occurs, you will be shown an Invalid arguments error and your changes in some properties may not be saved correctly. If this happens to you, contact a System Administrator for help.

To perform this task, you must be a member of a group that is assigned to the Contractor, Contributor, Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.

Editing properties is disabled for released documents if:

  1. The workflow lockdown setting is enabled, and

  2. One of the following is true:

ClosedNotes about Functionality

  • Your ability to edit properties is determined by the document's current workflow status, your security privileges, and the vault configuration. In most cases, you will only be able to edit properties while a document is under change by you.

  • If the same property appears on multiple pages and you change its value on only one page, only the value from the last page shown will be saved.

  • To edit the properties that control rendition generation, see Edit the Rendition Properties.

ClosedEdit Document Properties

Use these steps for PowerWeb.

To edit the properties of a document:

  1. Select the document that you want to change.

  2. If the Document page is not visible, click the Document icon A white button with a document on it. An information icon appears on the document. in the view bar.

  3. Click the tab to show the property page that contains the property that you want to edit.

  4. Click Edit.

    The properties become editable.

  5. Change the value of the properties by typing text, selecting values, or selecting check boxes.

    Properties that require you to set a value are indicated by a red triangle icon A red caret..

  6. Click OK.

ClosedView Advanced Document Information and Hidden Properties

Use these steps for PowerWeb.

You must be in the Account Configurator group to access the Advanced and Stored Properties tabs.

To view a document's advanced information and hidden properties:

  1. On the Document property page of the document, click the document icon in the upper-left corner of the page.

    The Advanced and Stored Properties tabs appear.

    You cannot edit properties on these pages.

  2. Choose one or more of the following options:

    • Click the Advanced tab to show the advanced information.

    • Click the Stored Properties tab to show all properties of the document grouped by property set.

    • To see the properties in a property set, click the expand icon next to the property set name.

    • If a column isn't wide enough to show all of a property value, double-click the column heading to expand it.

 

Accruent logo in white text.

© Copyright Accruent 2024Privacy PolicyTerms of UseLegal