The Document Details Panel is the panel that appears on the right-hand side of all List View pages – folders, search results, Saved Searches, and Recent Documents. The panel is your "dashboard" for anything related to a specific document. It includes all of the following as shown below:
- Created by Name and Date
- Modified by Name and Date
- Document Type and Size
- Doc ID
- Document Options
- Profile Details
To edit a profile, simply click in the profile field that you'd like to edit.
If you have required Custom Profile fields, you will be prompted to edit the Profile values before completing a document import. Generally, required profile attributes will have validation tables from which to select a value. If the list of values is less than 100, you will see a standard dropdown box. If the Profile attribute has values greater than 100, then you will see a selection box to the right of the entry field. After selecting that option, you can search either on a code or a description, if both were entered. You will see a maximum of 500 entries at at time, but can "next" through the values until you find the one you are wanting to select.
NOTE: If you are adding or moving a document into a folder, the document will inherit any Profile values which have been completed for the Folder.
In the Document Details panel, you can also view the version(s) of that document. To learn more about Version Management, click Here.
After a Document Comparison, you can append the documents as attachments to a document. If the Attachment option has been selected by the Cabinet Administrator, then the compared document will be saved as an attachment to the source document and can only be found by locating that source document. If this method is used, only one comparison document can be attached at anyone time. You can delete the attachment if desired by going to the Info Dialog for that document and clicking Delete as shown below. Once in this dialog, click the Document Name to open the attachment. For more information on document comparisons, click Here.
At the bottom of the Document Details panel, you can see all the locations of the document including the document URL, document email address, as well as all cabinets, folders, ShareSpaces, and workspaces the document is filed in.
You can View the URL for any document. You can also copy this URL and paste it into the Browser Address bar to access the document directly or you can use this URL in any other application you choose. For instance, it could be pasted into a Word document as a link to the document. It could also be saved on your Desktop so you can access the document directly from the Desktop. To View the Document URL, in the Document option and details pane select the arrow next to Locations. There you will see the URL.
Document Email Addresses
Every document, folder, workspace, and Saved Search in NetDocuments has an email address associated with it. This is to provide another way of storing documents, particularly emails, in NetDocuments. To learn more about these email addresses, see our article about Emailing Into NetDocuments.
You will find a specific document's email address under Locations in the Document Details panel. Either copy the address and paste it in a To field, or use the Add to Outlook button, if you have Outlook, and it will add it to your Outlook Address Book. Documents forwarded from an Email system to this email address will use the document's Profile values as a pattern and will inherit the Profile values of that document as well as the security of that document regardless if the option is set at the Cabinet level for documents to inherit the Access rights from the folder.
NOTE: An email with attachments will not be filed in any folders that the "template" document may be filed in.
In addition to the URL and Email address, you will be able to see the cabinet, ShareSpace, workspace, and/or folder in which the document is filed. Clicking the name of the location will navigate you there.
More Document Options
Document options are available on any List View page, most frequently on a right click. However, More Options are available when you select a document bar by either checking the box for a document or highlighting the row. The options and details for that document will then appear on the right hand side in the Document Details panel.
NOTE: From List View pages, some Options can be used for multiple documents by checking more than one document then selecting Group Options.