When a particular document has been selected from a browse or search page listing by clicking on the document type or document ID field, the document information page is displayed.
Besides the fields and information listed on the Info page, there are buttons in the ribbon menu area to change the view to look at additional information for the document.
Menu Buttons:
Note that the menu buttons on this page are for viewing information only,
NOT for editing information. To edit document property information, choose
the Edit document properties icon. The icon will not appear if you do not
have archive permissions to write documents.
Info - general document info and a list of document images.
This is the default view when entering. After choosing a different button,
use the Info button to come back to the Info view.
Notes - a field property available for the entry of free-form notes
Links - view Links to other documents
Keywords - view a list of the document's assigned keywords
Categories - view a list of the document's assigned categories
Forms - access configured forms for launching workflow tasks and processing
Menu Icons:
Edit document properties
(if user has 'write' security access)
Choose this option if you need to change document property information.
Add new image to this document
(if user has 'write' security access)
Choose this option if you need to add a new image to this document.
Images List:
Documents can contain multiple images.
A table list of images which belong to the current document appears after other primary document information, and includes title, type and file size information.
The Sub ID column at the left of the table has a link to view each image.
Click the link to display the image and access other options that relate to a specific image.
VIEW NOTES
View any free-form notes that have been appended to a document.
VIEW LINKS
Links provide fast access to related documents or resources.
From this page you can view and follow links to access related documents and resources.
VIEW KEYWORDS
Keywords support the 'Search' feature by allowing documents to be tagged with multiple text words and phrases, usually taken from the text file generated by an ERP or by the Full-text OCR functions of the UnForm Image Manager tool.
VIEW CATEGORIES
Categories provide a secondary indexing value structure that is recognized by the archive 'Browse' feature, allowing it to create a custom drill-down sequence to locate documents faster and easier.
