Managing your Files: File Metadata tabs and File Properties Window

The File Metadata window and File Properties windows provide additional file management via following tabs:

• General – (available only on File Properties window) to set various file detail (document description, document code, etc.)
• Occurrences – to see exact items (OwnerType) to which the file is attached
• File versions  – to manage files after edits (file versions)
• Distribution – to manage replication of the file)
• Reader List – to add “read” rights to users, to require (or recommend) users to read the document
• Editing right – to add “edit” rights to users
• Change log – to view what changes have been made to the file
• Location - to add the ship where a physical copy of the document is located.

The File Property window provides access to extra functions buttons. (See …)

The File Property window is available for all files within any grid of TM Master (provided that the Document Handling module is enabled), whereas the File Metadata window is available only within the Document Handling module.

To open the File Metadata window:

 

Figure 4. The File Metadata window.

• Open the Document Handling module and find the File Metadata window in the lower part of the screen (the view does not show the General tab)

To open the File Properties window:

 

Figure 5. The File Properties window with the General tab and toolbar.

• Right-click the necessary file and select Open; or
• Select the file and click the Open  button on the toolbar; or
• Double-click the selected file.