Document Set page

This page shows the details of the document set you selected from the Document Sets log.

This page is only available to Project Center (internal) users

Document Set

Subject

The document set's subject.

Status

The document set's status.

Keywords

Any keywords applied to the document set.

Team Members

Project team members who are part of this document set.

 

Description tab

This tab displays any Description text entered for the item.

 

Files tab

This tab lists the files in this document set.

Name

The name of the file. Select the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, select the icon to open or save the file locally.

Type

The file type.

Subset

The name of the subset to which the document is assigned.

Email Log tab

This tab lists all email messages associated with the item.

Importance

The    icon indicates the email message is marked as important.

Attachments

The    icon indicates the email message contains an attachment.

Subject  

The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.

Message

Displays the first part of the email message.

From

Displays the original sender of the email.

To

Displays the recipient list for the email.

Date

Displays the original sent date for the email.

Size  

Displays the file size of the email.

Preview Email Messages

Mark this checkbox to display a portion of the email messages below their subjects.

Related Items tab

This tab lists all Project Center items that are related (linked) to the item. Select the subject of an item to open it in its page.

Subject

The subject of the related project item. The icon for the related item type appears to the left of the Subject.

ID

The ID for the related project item.

Type

The type of the Project Center project item.

Workflow

The status of the item related to the current item.

Team Members

Team members associated with the related item.

Date

The date the related item was created.

Keywords

Displays any project keywords associated with the item.

Change Log tab

Use this tab to view a history of the actions taken on the selected item, including when it was created, modified, who was involved, and any details.

Date  

Date the change occurred.

Event Type

Type of change that occurred.

By

Project team member who created the change.

Detail

The specific field or item that was changed by the event.

In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.

 

Page Tools

The following tools are available in the Document Set page toolbar.

Document Sets

Select to return to the Document Sets log.

 

To access this page

Select the Name of a document set in the Document Sets log.

If document sets are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

 

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