Document Set page
This page shows the details of the document set you selected from the Document Sets log.
This page is only available to Project Center (internal) users
Document Set
Subject
The document set's subject.
Status
The document set's status.
Keywords
Any keywords applied to the document set.
Team Members
Project team members who are part of this document set.
Description tab
This tab displays the text from the selected document set's Description tab.
Files tab
This tab lists the files in this document set.
Name
The name of the file. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.
Type
The file type.
Subset
The name of the subset to which the document is assigned.
Email Log tab
This tab lists all email messages associated with the document set.
Importance
The icon indicates the email message is marked as important.
Attachments
The icon indicates the email message contains an attachment.
Subject
The original subject line of the email. Click the subject of an email message to view it in the Email Preview page.
Message
Displays the first part of the email message.
From
Displays the original sender of the email.
To
Displays the recipient list for the email.
Date
Displays the original sent date for the email.
Size
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
Related Items tab
This tab lists all Project Center items that are related (linked) to the document set. Click the subject of an item to open it in its page.
Subject
The subject of the related project item. The icon for the related item type appears to the left of the Subject.
ID
The ID for the related project item.
Type
The type of the Project Center project item.
Workflow
The status of the item related to the action item.
Team Members
Team members associated with the related item.
Date
The date the related item was created.
Keywords
Displays any project keywords associated with the item.
Change Log tab
Use this tab to view a history of the actions taken on the selected document set, including when it was created, modified, who was involved, and any details.
Date
Date the change occurred.
Event Type
Type of change that occurred.
By
Project team member who created the change.
Detail
The specific field or item that was changed by the event.
In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.
Page Tools
The following tools are available in the Document Set page toolbar.
Document Sets
Click to return to the Document Sets log.
To access this page
Click on the Name of a document set in the Document Sets log.
If document sets are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.