Viewing Document Information

The Document Info dialog displays information regarding any currently selected document. It can be accessed in two ways:

  1. From any Search Results window, select the appropriate document and click
  2. From the doc-link Document Viewer, click

The Document Information dialog provides history and simple audit information for each document in the database. The information categories available are listed below:

  1. The General tab, opens by default, provides current index properties assigned to the document, and file origination information.
  2. The Output Manager History tab provides a complete routing history of the selected document. Viewable only If you use Output Manager to automatically route documents. This tab will be blank if the selected document has not been processed by Output Manager.
  3. The Workflow History tab provides a complete history of the document in workflow. Viewable only if you are granted permission to workflow. If the selected document was not processed in workflow, this tab will be blank.
  4. The Annotation History tab provides a complete history of when and by whom, annotations (such as stamps and sticky notes) were applied to the document. Viewable only if you are granted annotation permissions. This tab will be blank if the selected document contains no annotations.
  5. The Audit History tab display all audited actions tracked for the current document.

  6. Although only accessible from the doc-link Viewer, the Index tab provides an easy way to re-index a document. Access to this tab is controlled by granting or denying Re-index permissions.

  7. The Notes tab displays a history all Notes associated with the document. Access to this tab is controlled by granting or denying the Notes permissions.
  8. 7.Although only accessible from the doc-link Viewer, the Index tab provides an easy way to re-index a document. Access to this tab is controlled by granting or denying Re-index permissions.
  9. Also accessible from the viewer, is the Smart Form tab. Smart forms are custom windows that can be created for your system. For example the Distribution Stamp is an add-on smart form for data entry of General Ledger account distributions prior to, or while a document is being routed for approval.
If more than one document is highlighted in the results grid, the Document Information window will be blank. This feature is only applicable if one document is selected.

If multiple documents are open in the viewer, this feature is applicable for the currently selected document.

When viewing the Document Info dialog from the doc-link Document Viewer, you can dock the dialog or float the dialog on your desktop.
General Tab

On the General tab, information is split into three groups:

  1. Document - Displays general information regarding the document including document ID, document type, top-level folder, and site.
  2. Origination - Displays document origin information for each page including original file name, batch/input source name, batch location and date entered into doc-link. The type of document selected (TIFF or PCL) will determine the information displayed.
  3. Index Property Values - Lists all currently indexed property values for the selected document. The document’s property groups are identified by . The group identifier is listed on the first line and the members of the property group are listed in the lines below.

    The property groups can be expanded or contracted for easier viewing.

Click the or buttons to expand or close information, respectively.
Output Manager History Tab

The Output Manager History tab provides a complete routing history of a document processed by Output Manager.

Date/Time Displays the date and time the document was routed via Output Manager. By default, records will be listed chronologically.
Recipient Name Displays the name of the recipient the document was routed to.
Output Method Displays the output method used to route the document. Documents can be distributed via email, fax, print, file copy and/or ftp.
Destination Displays the fax number, email address, printer, etc. that the document will be, or was, sent to.
Batch Status Displays whether the document was successfully routed. Statuses can be scheduled, pending, completed, or failed.
Batch ID Displays the corresponding doc-link batch ID assigned when documents are scheduled for routing via Output Manager.

The information on the Output Manager tab can be sorted and/or reordered by simply double-clicking on a column heading. All rows will sort in ascending or descending order, according to the column you choose. An Up or Down arrow on the column header indicates if ascending or descending sort order is enabled.

If you do not have permission to view Output Manager history this tab will not be visible.
Workflow History Tab

The Workflow tab provides a history of a document processed through workflow. If the selected image is not a workflow document this tab will be blank.

Date/Time Displays the date and time the document entered the corresponding workflow status. By default, workflow moves will be listed chronologically with the most recent move on top.
Workflow Displays the workflow that corresponds to the workflow status the document was moved to.
Status Displays the workflow status the document was moved to.
User Displays the doc-link user who moved the document to the corresponding workflow status.
If you do not have permission to view workflow history this tab will not be visible.
Annotation History Tab

The Annotation History tab provides the following information:

Annotation Type An icon will display that corresponds to the type of annotation. Types include: text, sticky note, line, freehand line, highlight, block out and stamps.
Created The date/time the annotation was created. By default, annotations will be listed chronologically with the most recent annotation on top.
User The doc-link user who created the annotation.
Page The corresponding page in the document where the annotation can be found.
Annotation Text Where applicable, the content of the annotation will appear in the bottom of the window when an annotation is highlighted from the list. This allows you to quickly and easily browse the text contained in each annotation.
If you do not have permission to view/apply document annotations this tab will not be visible.
Audit History Tab

Display the auditing information that is being tracked by doc-link. This tab will be blank if you are not tracking document actions.

Date Time doc-link system time action occurred.
User doc-link User ID of the individual responsible for the action.
Action Description of the action being tracked. Auditing can be configured from the doc-link Administrator > Manage > System Settings... > Environment > Audit > Document Profiles > Default.

Expand the + symbol next to an audit item to display additional information.

If you do not have permission to view audit history this tab will not be visible.
Notes Tab

The Notes tab displays a history all document notes associated with the document. The note text will be visible in this grid as well. If there are no notes associated to the document, this tab will be blank.

User doc-link name of the individual responsible for the action.
Date doc-link system time action occurred.
If you do not have permission to view notes this tab will not be visible.