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Assignment Documents - How to view all document details using the information panel

A "Information Panel" exists for all documents on the Assignment Documents screen which provides more details about a document at a glance.  For example, the timestamp of the Last Update Date is not s

Updated over 2 weeks ago

A "Information Panel" exists for all documents on the Assignment Documents screen which provides more details about a document at a glance. For example, the timestamp of the Last Update Date is not shown on the Assignment Documents screen but can be found on the document's Information Panel,

To open the information panel, click anywhere within the row of a given document.

Document Information Panel

The Information Panel slides out from the right with information organized in multiple sections. To close the panel, click on

X button.png

in the upper right corner.

Close Information Panel

On the panel, in the top most section displays the most basic file information: Name, Type, Description, Label(s), Last Update Date and Last Update by. Towards the end of the panel, detailed information common to all files such as the file size and the user who uploaded the file are displayed. Information specific to the category of the document selected may appear between these two sections and will vary depending on the file type that is opened.

Information Panel Details

Here is an example of the information panel for an E-Signature document.

E-Signature Document Information Panel

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