Details & Actions pane

The Details & Actions pane displays details relating to a selected document or folder.

The Details & Actions menu allows you to:

  • Identify relationships between one document and another

  • Create Panviva document templates

  • Consider the methods for reusing content in your database

  • Find documents, text and images

  • Manage the Orphans folder

The following are the menu options that are accessed via the Details & Actions drop-down menu:

Allows you to create a new document or a folder.

For more information, see:

Used to maintain document and/or folder properties. You can change document and folder names, assign keywords and more.

The following information is maintained for a selected folder:

Properties

Description

General properties

Folder name

Description

Optional.

A brief description of what the folder contains.

This description displays when the user hovers over the folder in the folder view in Viewer Viewers are users with Read-only access to documents. They can access documents and submit feedback to editors.

Hide in search On/Off

Either hides or displays the folder in a search result.

Note: Documents that reside within folders that are hidden from Panviva search are still included in Digital Orchestrator Digital Orchestrator coordinates complex workflows and processes involving multiple systems and stakeholders by acting as a central hub. It is the control center for integrating, automating, and optimizing digital workflows and tasks across different systems. and RAG Sidekick responses. RAG Sidekick uses all published and approved documents that users have permission to access, regardless of their search visibility settings.

The following information is maintained for a selected document:

Property

Description

General properties

Status

Keywords

  • Keywords

Hide in search On/Off

Either hides or displays the document in Panviva search results.

Note: Documents hidden from Panviva search results are still included in Digital Orchestrator and RAG Sidekick responses. RAG Sidekick uses all published and approved documents that users have permission to access, regardless of their search visibility settings.

Custom properties, if any are defined, display here as well.

Example: A use-case example: a "review by" date that you want to set for a folder or document.

Used to notify users when a released document or folder has changed.

For more information, see document notifications.

Used to set and maintain content reader, writer and owner permissions across folders and documents.

For more information, see content permissions ownership.

Used to assign training properties to an online learning document.

  • Passing score

  • Failure feedback

  • Page/question sequence

  • Pass feedback

  • Prerequisite documents

This tab only displays if the document is set as a training document.

For more information, see Create Online Learning document and Assign training document properties.

Used to apply and start manual and scheduled workflows, and view workflow status.

For more information, see:

Used to identify any document relationships that apply. Relationships.

For more information, see display relationships.

Used to view the history of a document.

For more information, see viewer history.

Used to set mass permissions, properties, workflows and scheduled reviews to folders.

For more information, see:

Used to import and export Panviva or external documents.

For more information, see import/export Panviva content.

Used to update a document by name, overwrite content or control release of native language documents. If you have more than one Panviva database, the Merge from file option allows you to overwrite an existing document with a document from the other database.The history of the existing document will remain and the Merge information is added to the history.

Note: If you do not have multiple databases, then this is not a function you will ever need to perform.

For more information, see merge panviva content.

Allows authors to set feedback recipients to a folder or document, obtain folder statistics and run a report containing words that are in the database but not found in the database glossary.