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Content Information

View and edit content information while the content is opened

Help Guide
Updated by Help Guide

What can you do

Catalogs are configured to require certain fields of information with each document.  This information is added when the documents enter Axiom Pro through the Input process.  The information is used for data validation and document identification purposes.

View / Edit Content Information

You will need Edit Information permission for a catalog to perform this operation.

  You can view and edit a document ‘s information when viewing the document

  1. Search and Open a document
  2. Click Edit at the bottom of the document information section
  3. Edit the document information
  4. Click Save
Certain data is automatically added, based on the data entered into the validation fields.  When this is the case, it won’t be possible to edit the data.  The validation data will supersede your changes.

View Content Versions

As documents are updated, the system keeps versions.  You may view older versions of a document or revert back to an older version as needed.  To view and restore versions -

  1. Search and Open a document
  2. In the version section, click on the version that you want to view
  3. The older version will open in a Read-only mode

Restore old version

  1. While viewing the older version
  2. Click on Restore in the blue notification at the top
  3. The version will be restored

Activity Log

The document activity log provides a list of all the activities that have taken place on a given document. To view the most recent activities It is located on the right side of the content viewer.

Click View Full Log to see the full log of events.

Workflow Activity

In the Document Information Panel, located on the right side of the content viewer.

Click View Full Details in the Workflow section to see the full log of events.

Retention Data

This section displayed the disposition record for the document if it has been part of a disposition activity. The section displays –

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