Document Properties dialog box
Use this dialog box to set security options and Profile information fields for a document.
Option | Description |
---|---|
Inherit security from the parent folder | Select this check box to allow the document to inherit the security
settings of the parent folder. A document/folder can have several
parent folders; therefore, it inherits the properties from the first found parent
folder on the server.
|
Default Security | Set the level for sharing the document as Private, Public or View.
When Inherit security from the parent folder
check box is selected, this field is disabled.
|
Document Security table | Specifies users and groups and sets permissions to access documents.
The following permissions may be assigned to a user or group:
|
Add | Click this button to add a new entry into the table. You can add a Group or
a User from the dropdown list:
|
Edit | Select a user or a group in the list and click this button to edit their permissions to access documents in the opened User Access or Group Access dialog boxes respectively. |
Remove | Click this button to remove a selected user or group from the list. |
Profile Information | Setup and modify profile information of the document. For some names, a list of values is pre-defined. You can only choose from those values after the Name is specified. You can enter any Value when the Name entry is not associated with a lookup list. The custom21 — custom24 fields can only accept a date value, as these fields are designated explicitely as date fields within iManage Work. The custom25 — custom28 fields can only accept a Boolean (True or False) value, as these fields are designated explicitly as Boolean fields within iManage Work. There are two parent-child relationships, the custom1-custom2 and the custom29-custom30. You can only add them in order from parent to child and remove them in the reverse order. |
Inherit profile from the parent folder | Check this option to allow the document to inherit the values of the folder
field. A document or folder can have several parent folders. It
inherits the properties from the first found parent folder on the server.
|
Add | Click this button to add a new field into the list. In the Custom Field dialog box, click the browse button (...) to look up the fields that were set up in the iManage Control Center. |
Edit | Select a field in the list and click this button to edit its settings. |
Remove | Select a field in the list and click this button to remove it from the component configuration. |