Properties

 

The Properties screen displays file attributes associated to the selected file and provides a user the ability to view and update the file information. 

 

Access the Properties screen through right-click options from the Document Management Viewer.

 

Graphical user interface, text, application, email

Description automatically generated

Figure 7: Properties screen

 

The table below describes the fields and functions accessible through the Properties screen.

 

Field

Description

Attached To

Associated order information

Order Number

The Order Number associated to the document displays in this field.

Estimate Number

The Estimate Number associated to the document and set within Name, Address, Phone displays in this field.

Shipper

The name of the shipper associated to the document and set with the First Name/MI and Last Name/Company Name fields within Name, Address, Phone displays in this field.

Document Properties

 

Changes made to Document Type, Work Ticket Number, Description, and Notes will generate a new version number for the document.

Modified By

The name of the users that added or modified the document last displays in this field. 

This field is user that logged into the client system and may or may not be the same user that logged into MoversSuite.

Modified On

This field displays the date and time of when the latest modification was made to the document.

Document Type

Select a value to categorize the document by from the list of those defined within

Document Type Setup.

Work Ticket Number

Select the work ticket from those assigned to the order to be associated to the document. 

This field will appear and be required when the selected Document Type is associated to a work ticket (Is Work Ticket flag within Document Type Setup).

Deleted By

When in View Deleted Documents mode (set through a right-click menu through the Document Management Viewer), you can see three additional fields capturing the name of the user that deleted the document, when it was deleted, and the reason why the document was deleted.

Deleted On

Deletion Reason

Description

Enter a text description of the document (up to 64 characters).  The application will set a default description based on the Document Type.  A user can update this default description.

Attachment

Displays the physical name of the file stored in Microsoft SharePoint.

Notes

Enter a message to be associated to the document.  

Save

Press Save to keep changes made to the document properties.

Cancel

Press Cancel to discard changes made.