Use Document Information with 4 how-to topics, including opening the panel, checking access data, reviewing basic information, and exporting detailed records.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Document Information | Free |
| 2 | 2. Check Access Data | Free |
| 3 | 3. Review Basic Information | Free |
| 4 | 4. Export Detailed Records | Free |
How-to Guide
1. Open Document Information
Entry path: Open a Bitable file → tap the top-right menu → select Document Information
- Open the Bitable file that you want to review.
- Tap the top-right menu icon.
- Select Document Information.
- After the panel opens, continue to check access data or basic information.
Success Criteria
- Interface result: The Document Information page opens.
- What you can do next: You can continue to check access data, basic information, or export detailed records.
Tips While Using
- Common mistake: If no Bitable file is open first, you cannot enter the matching document information page.
- Environment note: Cloud-related information is easier to review with a stable internet connection.
2. Check Access Data
Entry path: Document Information → Access Data section
- Open Document Information first.
- Find the Access Data section.
- Check Total Views.
- Check Viewers and Editors.
Success Criteria
- Interface result: You can see total views, viewers, and editors on the page.
- What you can do next: You can continue to export detailed records or return to basic information.
Tips While Using
- Common mistake: Do not confuse the viewer count with the editor count; check each field name carefully.
3. Review Basic Information
Entry path: Document Information → Basic Information section
- Open Document Information.
- Find the Basic Information section.
- Review the file name, owner, creation time, and type.
- Review the file size and location.
Success Criteria
- Interface result: You can see fields such as file name, owner, creation time, type, file size, and location.
- What you can do next: You can continue to confirm file ownership or storage location.
Tips While Using
- Common mistake: The Location field may show a cloud location or a local path, so review it together with the file source.
4. Export Detailed Records
Entry path: Document Information → Access Data section → Detailed Records
- Open Document Information.
- In the Access Data section, find Detailed Records.
- Tap the export-related option.
- Export the access records as a local spreadsheet file.
Success Criteria
- Interface result: The access records are exported as a local spreadsheet file.
- What you can do next: You can open or organize the exported file locally.
Tips While Using
- Common mistake: If you do not confirm the local save location before export, the file may be harder to find later.