Document Properties dialog box

Use this dialog box to set security options and Profile information fields for a document.

Option Description
Inherit security from the parent folder Select this check box to allow the document to inherit the security settings of the parent folder.
A document/folder can have several parent folders; therefore, it inherits the properties from the first found parent folder on the server.
Default Security Set the level for sharing the document as Private, Public or View.
  • Private — Select to have only specified users view the document.
  • Public — Select to have all users access and modify the document.
  • View  — Select to have users see the document but not modify the document.
When Inherit security from the parent folder check box is selected, this field is disabled.
Document Security table Specifies users and groups and sets permissions to access documents.

The following permissions may be assigned to a user or group:

  • No Access — User cannot access a document.
  • Read — User can view or read a document.
  • Read/Write — User can read and write to a document.
  • Full Access — User can read, write, and remove a document.
Add Click this button to add a new entry into the table. You can add a Group or a User from the dropdown list:
  • Group — In the Group Access dialog box, click the browse button (...) to locate the group names and specify the document access level you want to grant to groups.
  • User — In the User Access dialog box, click the browse button (...) to locate user names and specify the document access level you want to grant to users.
Edit Select a user or a group in the list and click this button to edit their permissions to access documents in the opened User Access or Group Access dialog boxes respectively.
Remove Click this button to remove a selected user or group from the list.
Profile Information Setup and modify profile information of the document.

For some names, a list of values is pre-defined. You can only choose from those values after the Name is specified. You can enter any Value when the Name entry is not associated with a lookup list.

The custom21 — custom24 fields can only accept a date value, as these fields are designated explicitely as date fields within iManage Work.

The custom25 — custom28 fields can only accept a Boolean (True or False) value, as these fields are designated explicitly as Boolean fields within iManage Work.

There are two parent-child relationships, the custom1-custom2 and the custom29-custom30. You can only add them in order from parent to child and remove them in the reverse order.

Inherit profile from the parent folder Check this option to allow the document to inherit the values of the folder field.
A document or folder can have several parent folders. It inherits the properties from the first found parent folder on the server.
Add Click this button to add a new field into the list. In the Custom Field dialog box, click the browse button (...) to look up the fields that were set up in the iManage Control Center.
Edit Select a field in the list and click this button to edit its settings.
Remove Select a field in the list and click this button to remove it from the component configuration.