In DocCare resource view, you can enter document detail page by clicking the link of document name in the folder/document list.
Document detail page in made up of the following sections.
On the upper side of document detail page there are document name and the address of this document. See figure below:
You can click the folder link in the address to enter the corresponding folder.
In the properties tab, you can find the document static properties and user-defined attributes added to this document.
You can rename the document, edit description, add or remote user-defined document attributes in this page. The changes will immediately be ready for search.
You also can download the document, download the PDF version of this document, view it online, edit it online in this page. From the drop down list at the right-bottom side of this page, you can select further opertion, such as check in, check out, move, delete, publish, add to workspace, etc.
In the revisions tab, you can find all the revisions of the document. They are tagged by a version number. See figure below:
Every time when a user check in the document, DocCare will automatically increase the minor version number of the document. For example, from 1.0 to 1.1.
When a user publish the document, DocCare will increase the major version number of this document. For example, from 1.1 to 2.0.
You can download all of the revisions (including latest version) in this page. All the documents will be packaged in a ZIP file by DocCare. You can also click the link of each revision to check the detail info of each revision.
To save space, you can click button [Delete Minor Revisions] to delete all the revisions which are tagged minor version number. DocCare will keep the original version (1.0), all major versions (x.0) and the latest version of the document.
In the workspace tab, you can find which workspace the document is added to. You also can add this document to a workspace or remove it from an existing workspace. See figure below:
To add a document to workspace, follow the steps below:
In the events tab, you can find all the events happened on this document after it was imported in DocCare. See figure below:
In the events list, if the creator is 'SYSTEM', that means the event is recorded by DocCare. If not, that means the comment is added by a DocCare user.
You can also add comment on the current version of document in this page. If you want DocCare send your comment to other users besides just record it, you can select users for field [Also send message to] then click button [Submit].
In the entitlements tab, you can see all the users who can see this document and the granted operation entitlements on this document. The users are grouped by their departments. See figure below:
You can change the operation entitlement for a single user here.
The default operation entitlement is decided by the user group privileges where the user stays.
After you modify the entitlements, click button [Update] to update the entitlements. The change will take effect immediately.
You can not only configure approval for a folder, also you can configure approval settings for a single document. See figure below:
If this page, the default value of [Actors], [Pooled Actors], [Approval Policy], [Approval Time], [Timeout Action] are configured in [Options] -> [Resource Approval Parameter Settings].
Click button [Submit] to save the changes.