Skip to main content

Navigate document record

Each document record includes information about the document and features to interact with the document. Visit Table 129, “Document record”.

Document Version record detail page

Table 129. Document record

Number	Feature	Description
1	Record Tabs	Record tabs include: Preview - displays a preview of the file associated with the document if the file is hosted in Salesforce. Visit Files. Details - displays document metadata. Sharing - lists the users that have access to the document and the role(s) they have. Roles determine what users can see and do as a document goes through its lifecycle. Depending on your permissions, you can perform several actions from the Sharing tab. Actions include: View assigned permissions. To see the permissions, click the Arrow menu and select Show Details. The Role Permissions matrix opens. Remove access to the document. To remove a user's access to the document, click the Arrow menu and select Delete. The user no longer has access to the document. Share the document. To manually grant another user access to the document, click New, select a User or Group, and select a Role for the User or Group. Visit Document Roles and Document Sharing Rule Groups. Feed - contains the Chatter feed for the document and is the central channel for collaboration and document events. You can configure notifications for system events to post automatically to feeds when they fire. Visit System Events. Activity - contains the history of the document divided into two minor tabs: Workflow History - the workflow history for the document. Visit Workflows and tasks. Audit Log History - the system event history for the document. Visit System events.
2	Document Snapshot	Highlights key document metadata, which are Title, Language, Document Type, and Document Subtype.
3	Document Number and Fully Qualified Name	Identifying document information. The first line lists the Document Number. The second line lists the Fully Qualified Name of the document. The Fully Qualified Name is comprised of the Document Title followed by the Version Number.
4	Document State	The state of the document.
5	Upload New Version	Click Upload New Version to upload a new version of the document.
6	Start Workflow	Click Start Workflow to start a new workflow for the document. Visit Workflows and tasks.
7	Edit Details	Click Edit Details to modify the document's metadata.
8	Actions menu	Click the Actions menu to see a list of available actions. Actions that are not available due to document state or your permissions are grayed out, and you cannot select them. Possible actions include: Check Out Document Publish Document Create Draft Mark Document Obsolete Delete Version Delete Document Clone Document
9	File Details	Shows which file is associated with the document. Click the Arrow menu to download the Source file or the file as a PDF. Visit Files.
10	Version History	A brief history of the document. To see more information about a single history event, click the Arrow menu in a history event row and select Show Details.
11	Renditions	Lists the renditions associated with the document version. A rendition is a high-quality, high-fidelity file that you manually associate with a document version record and that usually takes the form of a PDF. If a document version has a rendition, the document viewer displays the rendition. Visit Renditions.
12	Related Documents	Lists the documents that have a relationship to the document that you are currently viewing. Relationship types include: Bundle Relevant Sourced Translation Local Version Visit Relationships.