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File Properties

File properties are used to manage and organize additional information about a document. The properties screen provides options for viewing and editing tags and category information for the file. In DM Explorer, right-click the file and select Properties to access this screen.

File Properties Screen

Using the File Properties Screen​

  • Tags:

    • Tags are keywords used for quick access and categorization of files.
    • Click the +New Tag button to add a new tag to the file.
    • To add a tag, type a word in the text box and press "Enter".

  • Category:

    • This allows assigning a specific category to the file.
    • Enter the category of the file in the Category field to classify the document. This field is optional.

File Properties Screen Steps:​

  1. Select the file you want to edit in DM Explorer.

  2. Right-click and select Properties.

  3. In the properties screen:

    • Use the field to add or remove Tags.
    • Enter category information to define the file's category.

  4. To save the changes, click the Save button.

    File Properties - Add Tag

  5. If you want to exit without making changes, click the Cancel button.

  • Permission Requirement: To perform operations on the Properties screen, users must have edit permissions for the file.
  • Tag Usage: Added tags can be used in document management for searching and filtering.