Consult document details

  1. Select a document in the content pane.
    A window displays the document details.
  2. To expand the menu, click Expand menu at the bottom left corner of the window.
    The vertical menu contains different options:
    • Info
    • Communication
    • Metadata
    • Workflows
    • Attachments
    • Versions
    • History
  3. Select an option in the vertical menu to perform additional actions.

    The available actions correspond to the selected option.

    • Share a revision or a document via the icon.

      Choose between Revision and Document.

      Click the button next to the URL to copy the URL to the clipboard.

    • Remove metadata via the Delete meta data button.

      The Delete meta data window appears.

      Click Delete to permanently delete the metadata.

    • Cancel a workflow via the ellipsis button and Cancel workflow button.
    • Skip a workflow activity via the Skip activity button for a workflow with an automated task.
    • Download attachments via the icon.
    • Remove attachments via the X icon.
    • Delete a revision via the vertical ellipsis button and Delete version button.