Use Document Information with 3 how-to topics, including opening the Document Information panel, viewing basic document information, and viewing document access data; choose a topic from the index and follow the entry path and steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Document Information panel | Free |
| 2 | 2. View basic document information | Free |
| 3 | 3. View document access data | Free |
How-to Guide
1. Open the Document Information panel
Entry path: Top-left ☰ file tab → Document Management → Document Information
- Open a Smart Document.
- Click the ☰ file tab at the top-left of the document window.
- Select Document Management.
- Click Document Information.
- Review the Access Data and Basic Information sections in the panel.
Success Criteria
- Interface result: The Document Information panel appears in the document interface.
- Next action available: You can switch between Basic Information and Access Data.
Tips While Using
- Common mistake: If the current file is not a Smart Document, the entry may not appear.
- Environment note: For access data, keep the network connected and sign in if needed.
2. View basic document information
Entry path: Document Information panel → Basic Information
- Open the Document Information panel first.
- Go to the Basic Information section.
- Review the word count, file name, owner, creation time, document type, document size, and storage location.
- Record or verify the details as needed.
Success Criteria
- Interface result: The panel shows the current document’s basic properties.
- Next action available: You can continue to Access Data for collaboration-related details.
Tips While Using
- Common mistake: If you switch to another document, the displayed information changes with the current file.
- Environment note: Some collaboration-related fields may depend on account status or document ownership.
3. View document access data
Entry path: Document Information panel → Access Data
- Open the Document Information panel first.
- Switch to the Access Data section.
- Review the document’s views, viewers, and editors.
- Check total counts and today’s counts.
- If needed, click Detailed Records to export details.
Success Criteria
- Interface result: The panel shows access statistics for the current document.
- Next action available: You can export detailed access records for later review.
Tips While Using
- Common mistake: Without a network connection, access data may not refresh in time.
- Environment note: Access data usually depends on an online collaboration environment.