To view and edit the properties of a document, on the iManage tab, select Properties.

The following fields are read only:

  • Time of document creation and modification
  • Document number and version
  • File size
  • Operator
  • Status
  • Locations

You can edit some or all of the following fields depending on the permissions granted to you: 

  • Document name
  • Type (of document)
  • Author
  • Class
  • Comments
  • Security
  • Additional document properties

To change the security settings of a document, in the Document Properties pane, select View Security Details. Perform the following tasks in the Security Details pane, and select Save:

  • Select the Default Security button and select Public, Private, or View. This setting applies to all users/groups except the ones you to whom you grant different privileges using the Add Users/Groups feature.
  • Select Add Users/Groups to search for users and groups and grant them security access that is different from the default security settings. The list of users/groups you add is displayed below the button. The drop-down menu next to each name allows you to set Read Only, Read/Write, Full Access, No Access, or Remove permissions.

Select Save after every change. Select to return to the iManage Properties pane.