The Document Properties box is only available on the "Other Documents" tab. To access the Document Properties box:
| 1. | Ensure the "Other Documents" tab is selected. |
| 2. | Toggle Edit Mode to ON. |
| 3. | Right-click on the required document and select " Document Properties" from the subsequent menu. |
Attached Documents:
| • | Description - allows the description of the document (as it appears in Prime) to be amended. |
| • | Date - by default, this is the date the document was originally created. The date can be amended if required. |
| • | Export Document - saves the document to a local file from where it may be emailed if required. |
Linked Documents:
| • | Description – allows the description of the document (as it appears in Prime) to be amended. |
| • | Date – by default, this is the date the document was originally created. The date can be amended if required. |
| • | URL Link – the file path/name of a link to a document is detailed here. (NOTE: Changes should only be made to this field if the source document has been moved or renamed. If amended otherwise, an error message will be returned saying document cannot be found). |