Support Center

Manage document details

In this article you will learn:

  • How to manage the details of the documents in the library
    • Download a document
    • Print a document
    • Manage the documents' permissions
    • Document's security
  • How to manage the details of the documents in a meeting
    • Download a document
    • Print a document
    • Manage the documents' permissions
    • Document's security
How to manage the details of the documents in the library? 
To change the details of documents in the library, click on the title of the document you wish to modify. A side panel will open where you will be able to change the following details: 
  • Edit the title of the document 
  • Give access permissions to certain groups or members 
  • Assign a label to the document 
  • Assign a security level 
  • Manage the documents' permissions

If you change anything on the "Details" page, remember to always click on "Save" at the bottom.

You also have the possibility to use the multiple selection, to modify several documents at the same time.

You will only have to:

  1. Click next to the date and select all the desired documents 
  2. Select one of the options in the toolbar at the top

The options in the toolbar are: 

  • Label: Assign the document to one or more labels
  • Share: Manage the documents' permissions, the groups and or individual members that will have access to the document 
  • Notify: Send a notification to the members that have access to that document
  • Security: Assign a security level 
  • Delete

Warning

Even if there are no format restriction in the library, it is only possible to preview and open a document if it is PDF.

Download a document

Once you open the detail page, if it is a PDF, at the top you will see the preview of the document. 

You can directly select on "Download".

If it is a PDF, you can click on the preview to open the document full screen, and here click on the download icon at the top right. 

Print a document

If you want to print a library document, you need to first open the document, here you can click on the print icon at the top right.

Manage document permissions

In the "Details" page of the document, under "Permissions" you can select a group or individual members. The document will only be available for the members selected.

Warning

In order to publish the document in the library, you need to assign the document to at least one group and one label.

A '!' will appear next to a document if a group or label is not defined. This will disappear once groups and labels are assigned and saved.

Document's Security

At the bottom of the "Detail" page you can set the security level for the document. 

There are 4 levels available:

  • 1 Full access: Members can view, download or print without watermark.
  • 2 Watermark: Members can view, download the document or print it with watermark
  • 3 Printing disabled: Members can view and download the document, but printing is disabled in Adobe Reader.
  • 4 View only: Member can view the document in the web view, but download and printing are restricted.

Warning

You can only assign a security level to PDF documents. If other formats are available in the library, you only be able to download them, you can't open the preview nor print them.

How to manage the details of the documents in a meeting?
To change the details of documents in a meeting, click on the title of the document you wish to modify. A side panel will open where you will be able to change the following details: 
  • Edit the title of the document  
  • Assign a security level 

If you change anything on the "Details" page, remember to always click on "Save" at the bottom.

Download the document 

Once you open the detail page, at the top you will find the preview of the document. 

You can directly select on "Download".

You can click on the preview to open the document full screen. Here click on the download icon at the top right.

Print documents 

If you want to print the document of the meeting agenda, you need to click on the preview in the Details side panel to open the document full screen. Here click on the print icon at the top right.

Manage documents permission

In the side panel click on "Permissions". 

Here you will find the list of attendees in the meeting. You can manage who has access to the document by selecting or deselecting next to the name of the member attending. 

For any change made, remember to always click on "Save" at the bottom.

Warning

Administrators will always have access to all the point and documents of the agenda. You can't deselect them from this list.

Document's Security

At the bottom of the "Details" page you can set the security level for the document. 

There are 4 levels available: 

  • 1 Full access: Members can view, download or print without watermark.
  • 2 Watermark: Members can view, download the document or print it with watermark
  • 3 Printing disabled: Members can view and download the document, but printing is disabled in Adobe Reader.
  • 4 View only: Member can view the document in the web view, but download and printing are restricted.

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