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Document Page#

🔒 Document.Show

The Document page displays general information on the specific Document. In addition, it enables you to perform all the operations that can be performed on a specific Document.

AI

The Generative AI feature is available on this page. For more information, see AI.

Details Tab#

The Details tab provides a collapsible Details View panel on the left side of the page. The panel can be collapsed or expanded. Depending on configuration and the optional licensed modules, the panel will display some or all of the following sub-sections:

  • Details - displays general information on the Document.
  • Applicable Roles - displays the Roles that are applicable for reading and understanding a specific Document.
  • Attributes - enables the visualization of existing Attributes and the possibility to create new ones. For more information, see Attributes.
  • Attachments - shows the documents that are attached to the Document and enables you to attach additional documentation to the Document.

Main view of the Document page

🔒 Document.AI.Compare

In addition to the Compare feature below, you can can compare documents from the Details page. Do this by selecting the Compare button of the MES AI group, and compare the Previous version with the Current version:

document_page_compare_view01

Tracking Tab#

This tab shows information on the Employees that have read and understood the document.

Tracking tab of the Document page

Contexts Tab#

This tab shows information concerning all the contexts currently connecting the Document to other objects in the system:

  • Material Context - displays the existing Relations between the Document and Materials that have been created in the system.
  • Resource Context - displays the existing Relations between the Document and Resources that have been created in the system.

Screenshot showing a list of resource relations displayed within the Contexts Tab.

Note

To be able to edit the data contained in the Context tables, you will need the ContextResolution.EditData security feature.

Compare Tab#

🔒 Document.Compare

This tab provides a quick visual comparison between the selected entity version and any other version that can be selected through it. You can also export the comparison results to a PDF file through the Export Comparison button on the top ribbon. For more information, see Compare Entity Versions.

document_page_compare_view

🔒 Document.AI.Compare

If you select the Compare button of the MES AI group, in the Compare tab you will be able to compare different versions of the same document:

document_page_compare_view01

References Tab#

This tab combines information concerning other objects that have references to the current object:

  • Relations - displays the existing Relations between the Document and other entities and enables the user to edit them. For more information, see Relations.
  • Where Used - displays the set of relationships between the Document and the other objects used throughout the system.

History Tab#

This tab combines information concerning other objects that have references to the current Document object:

  • History - displays the history of the operations, associated information, user(s) performing the changes and date and time of the changes.