See document details

You can see the document details for its basic information, the target group, and the sharing settings.

Click on Documents in the sidebar.

A list of documents appears.

Locate the target document in the list. Click anywhere in the row of this document.

The details open in a floating panel on the right side, as below.

The basic details

You can see the basic details about the document, including:

• The document's in-app status whether it is Active for the app users
• The image taken from the PDF document itself
• The date when the document was published, and date when the document was last updated
• The documents group and the group code names
• The document itself is available as an attached—you can click on it to open it in a new browser tab
• The PDF note for this document

Actions on the document

In Action dropdown, you can take following actions on the document.

• Set active or inactive (See Document status for the details.)
• Delete document (See Edit or delete a document for the details.)
• Submit the document—this action is available only when the document status is Update pending (See Using Tools menu in the documents list for related information.)

Edit: Click on the Edit icon to edit this document, if required.

View Details: Click on the View Details icon to see the document details.

On this details page, use the Action dropdown to see the actions for this document.

• Set active or inactive 
• Delete document

Edit: Click on the Edit icon to edit this document, if required.