Use Document Information with 3 how-to topics in a multidimensional spreadsheet workflow; 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Document Information from the top-left menu | Free |
| 2 | 2. View basic document details | Free |
| 3 | 3. View access data and export detailed records | Free |
How-to Guide
1. Open Document Information from the top-left menu
Entry: Top-left ☰ → Document Management → Document Information
- Open a multidimensional spreadsheet.
- Click the ☰ menu at the top-left of the document window.
- Select Document Management.
- Click Document Information.
- The panel opens with the Access Data and Basic Information tabs.
Success Criteria
- Interface result: The Document Information panel opens successfully.
- Next action available: You can switch between Basic Information and Access Data.
Tips While Using
- Common mistake: If no multidimensional spreadsheet is open, the related document panel may not be available.
- Environment note: Online document details and access data are easier to review with a stable network connection.
2. View basic document details
Entry: Document Information panel → Basic Information
- Open the Document Information panel.
- Switch to the Basic Information tab.
- Review the file name, owner, creation time, document type, file size, and storage location.
- Use these details to confirm the current file status.
Success Criteria
- Interface result: The Basic Information tab shows the current file details.
- Next action available: You can switch to Access Data to review collaboration activity.
Tips While Using
- Common mistake: If you are viewing a different file than expected, switch back to the target multidimensional spreadsheet first.
- Environment note: Some details are easier to confirm after the file finishes loading.
3. View access data and export detailed records
Entry: Document Information panel → Access Data
- Open the Document Information panel.
- Switch to the Access Data tab.
- Review the number of views, viewers, and editors for the current file.
- Check cumulative data and today's data as needed.
- Click Detailed Records to export access data for later analysis.
Success Criteria
- Interface result: The Access Data tab shows view and edit statistics.
- Next action available: You can open detailed records and export the data.
Tips While Using
- Common mistake: If you stay on Basic Information, you will not see access statistics.
- Environment note: Access data usually needs an online connection to reflect the latest status.