This article covers details of the Document Details Panel in the Document Management feature of Happy Property


The Document Details Panel

  • Clicking on a Document entry will open a panel from the right showing document details.
  • This Panel can also be used to modify some document details.

  • The Date the document was added to the folder, document owner or creator will be displayed in read-only format.
  • The Document Name and Expiry date values can be modified, and to ensure any changes made to these fields take place, a Save button is placed on the bottom right of the panel.

  • To disregard changes: use either the 'Cancel' button or the 'X' in the top right corner.

  • The details panel also allows for access to the actions menu which is where you can take action over your files. Please see this article for more information: Document Management: Document Actions
Was this article helpful?
0 out of 0 found this helpful