Sep 30, 2010

Moving a Document in GeoDocs 8

  1. Click on FILES in the GeoDocs toolbar.
  2. Navigate to the document to be moved.
  3. Click the document file name, and choose 'Edit' in the dropdown menu.
  4. In the window that appears, there are tabs at the top. Go to "Where does the document belong?". The current location will be highlighted.
  5. Navigate through the folders and highlight the folder where the document should go.
  6. At the bottom, click Save or Check In or Submit to Workflow (Enterprise Only).
  7. Follow the appropriate steps to publish the document.
  • Save, then Check In, then Publish (or Submit to Workflow then Approve)
  • Check In, then Publish (or Submit to Workflow then Approve)
  • Submit to Workflow, then Approve.

Note: if you click Cancel your document will remain checked out. If you do not wish to make changes at this time, find the document in Document in Explorer. Click to show the menu and select Undo Checkout to check it back in with no changes.

Document Properties in GeoDocs 8

 Documents can carry many properties in GeoDocs 8.  To see the properties of a document:

In the top toolbar, click "FILES" to open Document Explorer
Navigate to the file you want to investigate
Left-click on the file name.  In the dropdown that appears, choose the last option "View Content Properties"

The popup window that appears shows properties.  Click the tabs at the top to see more.

CONTENT DETAILS Tab
  • Topics - any piece of content must have at least 1 topic assigned
  • Metadata (free form information that can be used to improve search engine rankings or just simply describe the document to help other users)
  • Group Owner 
  • Status: Active/Inactive and Public/Non-public
  • Start and End Date (to set limits on when the document is available to site visitors)
  • Priority (may be used for subscriptions/alerts or to sort lists of documents)
  • Send Next (if this box is checked, the next time a new version of the document is published, the system may send emails to notify users if they are subscribed to receive such alerts)
SECURITY Tab
  • Content ID
  • Created Date
  • Created By (user)
  • Modified Date
  • Modified By (user
CONTENT HISTORY Tab
  • If you have document versioning turned on, you will see a list of all prior versions of the document.  Click 'view' on the far right column to open older versions.  

To change a document's properties, such as topics or group ownership, you must first 'check out' the document and THEN view its properties.  When the document is checked out to you, there will be a SAVE button at the bottom of the Properties window.

Alternative Route:
If you are in the group that owns a document, you can also see and edit a document's properties if you click on the file name and choose EDIT.  This will open the above mentioned tabs, as well as a tab that will allow you to change the location of the document or upload a new version.