Skip to content

Document Properties

Document properties contain metadata and settings for each document in infoRouter. View properties by clicking the Action icon and selecting Document Properties.

Document Properties


Basic Information

Property Description
Name Document file name
Description Optional description of the document
Update Instructions Text included in notification emails to subscribers
Document ID Unique internal identifier

File Naming

Do not use these special characters in document names: \ / : * ? " < > |


Classification & Importance

Importance Levels

Level Use For
Low Minor or reference documents
Normal Standard documents (default)
High Important documents requiring attention
Vital Critical documents

Classification Levels

Level Description
No Markings Unclassified
Declassified Previously classified, now released
Confidential Limited distribution
Secret Restricted access
Top Secret Highly restricted

Metadata Fields

Property Description
Document Source Original source of the document
Document Language Language the document is written in
Author Original author (may differ from uploader)
Owner Current document owner
Keywords Search keywords associated with the document
Tags Tag values applied to the document

Date Information

Property Description
Register Date Date first created in infoRouter (read-only)
Registered By User who uploaded the document (read-only)
Creation Date Document creation date in infoRouter
Modification Date Last modification date
Modified By User who last modified the document

Status Information

Property Description
Format MIME type (Office Document, PDF, etc.)
Size File size in bytes
Folder Current location
Document Type Category (Financial, Letter, Memo, etc.)
Checksum Value for verifying document authenticity

Learn more: Creating Document Types


Check Out Status

Property Description
Checked Out By User who has the document checked out
Check Out Date When the document was checked out
Workflow Status Current workflow state (if applicable)

Completion Settings

Property Description
Percent Complete Progress indicator (0-100%)
Completion Date Date marked complete

Completed Documents

When a document is set to 100% complete or has a completion date, it cannot be checked out until the status is changed.


Retention & Dates

Property Description
Retain Until Date until which document must be kept
Disposition Date Scheduled destruction date
Expiration Date document becomes obsolete
Downgrade On Date to lower classification level
Declassify On Date to remove classification

Publishing & Review

Property Description
Publishing Rules Which version users see when viewing
ISO/Periodic Review Scheduled review dates

Learn more: Publishing | Periodic Reviews


Additional Sections

Section Description
Rendering Options View document in different formats
Custom Properties User-defined metadata fields

See Also