Use Document Information through 4 how-to topics; choose a topic from the index and follow the entry path and steps below. Of these topics, 4 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Open the Document Information panel | Free |
| 2 | 2. View access data | Free |
| 3 | 3. View basic document properties | Free |
| 4 | 4. Export detailed records from the last 30 days | Free |
How-to Guide
1. Open the Document Information panel
Entry path: Open a spreadsheet file → Tap the top-right menu icon → Select Document Information
- Open the spreadsheet that you want to review.
- Tap the ≡ icon in the top-right corner.
- Select Document Information from the list.
- After the panel opens, continue to review access data or basic properties.
Success Criteria
- Interface result: The Document Information page opens.
- Next action available: You can continue to view access data and basic file details.
Tips While Using
- Common mistake: If no spreadsheet is open first, you cannot enter the information page for that file.
- Environment note: Some cloud-based details depend on the current file state and network connection.
2. View access data
Entry path: Document Information → Access data section
- Open Document Information first.
- Review the total viewer count in the access data section.
- Review the viewer count for the last 30 days.
- Review the editor count for the last 30 days.
Success Criteria
- Interface result: The access data section shows the related statistics.
- Next action available: You can continue to export the detailed records from the last 30 days.
Tips While Using
- Common mistake: Mixing up the total viewer count with the last-30-days viewer count.
- Environment note: Access data is typically related to cloud collaboration records.
3. View basic document properties
Entry path: Document Information → Basic information section
- Open the Document Information page.
- In the basic information section, check the file name.
- Review the owner, creation time, and file type.
- Review the file size, location, and file ID.
Success Criteria
- Interface result: The basic information section shows multiple property fields.
- Next action available: You can continue managing the file based on its location or owner.
Tips While Using
- Common mistake: Treating Location as a recent-opened place instead of the current storage location.
- Environment note: The location may appear as a cloud location or a local path.
4. Export detailed records from the last 30 days
Entry path: Document Information → Access data section → Detailed records from the last 30 days
- Open the Document Information page.
- Find Detailed records from the last 30 days in the access data section.
- Tap the export option for the related records.
- Follow the on-screen prompts to complete the export.
Success Criteria
- Interface result: The export flow for the last-30-days detailed records starts.
- Next action available: You can keep or share the exported access record.
Tips While Using
- Common mistake: Looking for the export option before entering the access data section.
- Environment note: The export result depends on the available access record range for the current file.