icon
to view Audit Trail and Revision HistoryDocuments published to "Workflow Manager" may be allocated a variety of attributes which provides users with the ability to search for information based on this criteria. For example, a user may publish a document with a specific Document Attributes. This document may then be tracked using this Document Attributes.
The following steps outline the process followed to update attributes of this nature:
1. User search filter to locate files
2. Click on the icon
to view Audit Trail and Revision History
3. Click on the 
icon
to view Document Attributes (Click on 
icon
to view Placeholder Attributes and click on 
to view
Paper Document Attributes)
Availability of "Document Attributes" edit icon may depend upon
whether the "Edit Attribute" activity is locked or unlocked
for the selected file.
4. Amend fields as required:
Select Update Linked
Documents option to update the attributes of all the links of the
document
5. Click on Edit to amend / update Attribute
6. Select attributes and click on Assign
Attributes will be added to the Assigned Attributes field
7. To make a document revision Externally available, select the document revision and Mark the "Allow External Access" option as ON.
8. To mark a document revision as Private , select the document revision and Mark the "Publish Document Revision as Private" option as ON.
9. Click on OK to confirm
10. Click on Assign Attributes to confirm all changes
FAQ's
Q: I see the Update Linked Documents option disabled for some of the documents.
A: The Update Linked Documents option is disabled if the selected document does not have any links within the Workspace folders.
Q: I see the Update Linked Documents option disabled even if I have linked the document to a different location
A: The Update Linked Documents option is enabled only if the document has links within the same Workspace.
Q. I am prompted to edit the Doc Ref with some suggested values even if I have not applied any Number Checking Rule to the folder where I am publishing the file.
A. The default rule of the Workspace has is applied to all the folders to which no other Rule is applied. The default rule if marked mandatory will prompt you to specify the Doc Ref which is correct according to the default Number Checking Rule for the Workspace.
Q. The Doc Ref. I entered for a document does not match with the Rule that is applied to the folder, but I am not prompted to correct the Doc Ref..
A. You must have marked the Mandatory checkbox for the Rule as OFF. The Rule needs to be marked as Mandatory for you to prompt for the Doc Ref according to the Rule.
Q: I see all audit trail Links disabled in one of my Workspaces.
A: Only the users with “Can Access Audit Information” Workspace privilege will be able to view Audit History for the Documents
Useful Links: