Document Metadata Panel
From the metadata panel located at the right of the documents grid, users can view the following tabs after selecting a document from the grid.
- Metadata
- Info
- Related
- Versions
- Queries
- History tab
- eSignature tab
- Workflow History
Users with sufficient access privileges can not only view a documents metadata but can also change the content of some of the Metadata fields. The buttons at the bottom of the panel provide access to several essential functions, such as saving changes and moving to the next document in the metadata panel.
Users can expand or hide this panel by hovering the mouse to the right of the grid and clicking the Open/Hide arrow.
Users can also shuffle back and forth between documents in the grid by clicking the Previous Document and Next Document links at the bottom of the Metadata panel.
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