Maintain document properties on a folder

Manager users in the Authors role can change properties for all documents in a folder at one time, instead of individually.

When the folder tree is displayed:

  1. Select the folder for which you want to change the properties.

  2. Select Details & Actions > Mass actions > Mass properties.

    The Mass properties window displays.

  3. Complete the following fields:

    Field

    Instruction

    Copyright

    Optional.

    Type copyright text applicable to the document.

    The copyright displays in the Panviva document's About page and Footer when the document is exported to MS Word.

    Classification

    Optional.

    Type the document's classification.

    The classification text displays in the Panviva document's About page and Footer when the document is exported to MS Word.

    Status

    Optional.

    This field is useful during content development to record the document's status in the development cycle.

    Examples:

    • Draft 1
    • Edited
    • In review

    % complete

    Type the percent complete.

    Release date

    Select the release date.

    Note: If a future release date is set, the % complete field must be set to 100 for the document to release on the future date.

  1. Click Save. A confirmation dialog box displays.

  2. Click OK.

The changes are applied to all documents in the folder.