Use Document Information with 3 how-to topics: open the panel, review document information, and export access data; 3 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Document Information | Free |
| 2 | 2. Review Document Information | Free |
| 3 | 3. Export Access Data | Free |
How-to Guide
1. Open Document Information
Entry path: File Operations → Document Management → Document Information
- Open a collaborative document.
- Click the File Operations button in the upper-left corner.
- Click Document Management, then click Document Information.
- Wait for the Document Information panel to open.
Success Criteria
- Interface result: The Document Information panel is visible.
- What you can do next: You can continue to review document details or open Detailed Records.
Tips While Using
- Common mistake: If the current file is not a collaborative document, the entry may not appear.
- Environment note: It is recommended to keep the network connection available while viewing collaborative document information.
2. Review Document Information
Entry path: Document Information panel
- Open the Document Information panel first.
- In the access data area, check the document visit count, visitor count, and editor count.
- Continue reviewing the file name, owner, creation time, type, size, and location.
- Record or verify the information as needed.
Success Criteria
- Interface result: The panel shows both access data and file detail fields.
- What you can do next: You can export detailed records or return to document editing.
Tips While Using
- Common mistake: Looking only at basic file details may cause you to miss collaboration statistics in the access data area.
- Environment note: Some information depends on collaborative document status and online data sync.
3. Export Access Data
Entry path: Document Information panel → Detailed Records
- Open the Document Information panel.
- Click Detailed Records.
- Wait while the system generates the exported access record table.
- Open the generated table to review the date, visit count, visitor count, and editor count.
Success Criteria
- Interface result: The access record table is generated and opened, or it is available in the export result.
- What you can do next: You can review records by date and continue saving or sharing the table.
Tips While Using
- Common mistake: Closing the window before the export finishes may affect later review.
- Environment note: Export usually requires a working network connection and normal data retrieval status.