Defining File Properties

You can set file properties such as the heading, description, and permissions for a selected file.

To view and edit file properties

1. In the Project Files section of the View menu, click View Files.
2. On the file row, click Properties.

   The File Properties window appears.

3. On the General tab, edit the file information.
   • To edit the file name, make the changes in the File Name field.
   • To copy the file URL so you can paste it in an email, click Copy File Link to Clipboard.

     Note: You cannot edit the URL.

   • In the Number field, type a number to help in grouping, ordering, or searching for the file.
   • In the Heading/Title field, type a heading or title for the file.
   • In the Description field, type a description for the file.
4. On the General tab, view additional information about the file.
   • Size: The size of the file.
   • Type: The type of file – for example DOC, TXT, or DWG.
   • Uploaded/Modified: The date when the file was uploaded or modified.
   • User: The name of the user who uploaded or modified the file.
   • Checked Out By: The name of the user who has checked out the file.
5. On the Security tab, specify the users and user groups who have security access to this file.
1. To add a new user or user group, click New.
2. Select the users in the Sel column, or select the groups in the Group column.
3. To add the selected users and user groups, click > Save and Exit.
6. On the Security tab, set permissions for each user.

Select...	To Let Users...
Read Perm.	Read the selected file properties. Important: If the check box is cleared, the Security tab is removed for the selected file, and users cannot view or set permissions for the selected file.
Download	Download the file.
Open Files	View files. Note: If the Download check box is selected but the Open Files check box is not selected, the user can still view the file.
Redline	Use redlining to annotate photos, diagrams, and other documents.
Delete	Delete files.
Change Perm.	Modify the file permissions. important: Only users with 'Change Permission' and 'Read Permission' can set file security/permissions through the Security tab.

7. On the Links tab, you can view all the records that the file is linked to.

Note: The Links tab is displayed only when the file is linked to at least one record.

8. On the Version History tab, you can view, download, copy a file link to the clipboard, and delete file revisions.

Note: The Version History tab is only displayed when the file has more than one version.

9. To save the changes and keep the window open, click > Save.

—Or—

To save the changes and close the window, click > Save and Exit.