Document Properties and Files Page

The properties for a document lists the values for the object's attributes and lists the files checked into the document. You can view a document's Properties page either from the Categories menu for the document or from a related object. The file list shows on the Properties page for any document type that uses the Common Document Model.

To view properties of documents connected to DesignSync files and folders, see Properties for Documents or Folders Associated with DesignSync Objects.

To access this page, click the document Name from a list or from within the table of a related object. For example, if a document is added as content to a workflow, you can access that document by clicking its name from the Related Objects column in the Workflows page or from the Name column in the Workflow Content page.

Depending on the specific type of document, clicking on its name may open the Properties page or the Files list page instead of the Properties/Files list page. See File List for a Versioning Document or File List for a Non-versioning Document.

This topic defines these items:

Fields and Columns



The fields that show in the Properties page vary depending on the type of document object. The Properties page contains details entered when the document was created or modified. For details on specific properties, see Creating a New Document.

This list does not include any DesignSync files or folders checked into the Document object. You can click Categories > Files to view those files.

Column Name Description
The lock icon appears if the file is locked.
File Name The name of the file. See File Properties Page.
Ver The file version identifier (only shows for a versioning document). See File Versions Page.
Originated The date and time of file creation (only shows for a versioning document)
Comments Any comments about the file (only shows for a versioning document).
Owner The owner of the file (only shows for a versioning document).
Format The format of the file.
File Size The size of the file.
Actions The actions you can perform on the file. See fileactions

File Actions

Icon Name Action


3DLive Examine

For TIF or TIFF files, view in 3DLive. If 3DLive is not installed on your workstation, you are prompted to install it. Follow the instructions on the screen.


Download

Download the file to your local machine. Navigate to the folder or directory you want to contain the file.


Viewer

View the file in a registered viewer.


Check Out and Lock

Check out the file to your local machine and lock it from other users. Navigate to the folder or directory you want to contain the file.


Update Files

Check in new version and unlock the file. See Uploading Files without the Applet (you cannot update files using the applet).


Lock

Lock the file without checking it out.


Unlock

Unlock the file without checking in a new version.

Actions Menu and Page Toolbar

This table describes the available actions. Depending on the applications installed, the type of document, and where you accessed it from, you may not see all of these options.

Action Description For more details, see:
Edit Details Edits the properties. Editing Details About a Document or File
Upload/Checkin Copies an existing or new file from your local machine and checks it into this Document object. If you checkin an existing file, a new version of that file is created. Uploading Files with the Applet or Uploading Files without the Applet
Update Files Copies a new version of a checked-out file from your local machine. Updating a File
Download Copies selected files to your local machine without locking them; you can select all the files and they are downloaded in a single zip file. --
Checkout Copies files to your local machine and locks them on the ENOVIA server. --
Revise Creates a new revision of the document (including all attribute values but not any checked in files). This action is only available if the selected document is the latest revision in the sequence. --
Revise with Files Creates a new revision of the document including all files checked into it. This action is only available if the selected document is the latest revision in the sequence. --
Subscribe Subscribes to the document. Subscription Events for Documents and Document Sheets
Delete This Version For a versioning document, deletes only the current version of the selected file. Click OK to confirm. --
Delete All Versions For a versioning document, deletes all versions of the selected file. Click OK to confirm --
Delete Selected Files For a non-versioning document, deletes the selected file. Click OK to confirm. --

Categories Menu

The available Categories vary depending on the type of document.

Category Description For details, see:

Access

Lists people who can access the document.

Access Page

Discussions

Shows the discussions related to the document.

Discussions Page for an Object

Approvals

Lists the states and approvals for a document.

Approvals page for the specific ENOVIA product

Properties

Shows the properties for the document.

Document Properties and Files Page

Document Sheets

Lists the document sheets for the document.

Documents and Content

History

Shows history information about the document.

 History Category

Issues

Shows related issues if the parent part is connected to any items using the Classified Item relationship.

Issues Page

Lifecycle

Shows the states for the document, including its current state.

 Viewing an Object's Lifecycle

Where Used

Shows the objects that contain the document.

Library Central User's Guide

Files

Shows the files checked into the document.

For versioning documents, see File List for a Versioning Document.

For non-versioning documents, see File List for a Non-versioning Document

File Versions

Shows version information for the document.

File Versions Page

Revisions

Shows revision information.

Document Revisions Page

Routes

Shows routes involving the document and provides access to create a new route.

Routes Page

Issues

Shows issues related to the Reference Document.

Issues Page