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Document panel

The document panel is the side panel that opens when you select a document. It groups the document's information, its metadata, and its history.

Sections

Section What it contains
General Document number, title, description, repository, group, type, status, creation and update dates
Observations Free-text notes recorded on the document
Draft The upload step still pending, when the document is a draft
Metadata The fields defined for the document type, including the confidential and hidden ones you are allowed to see
Versions Version history, with author, date, notes, and size
Notes Comments and participants
Log The document's own activity log
Related Related documents and the expediente view

Which sections appear depends on the document's status and on your permissions: a draft has no version history, a deleted document has no actions, and confidential metadata stays hidden without its own permission.

Status

Status Meaning
Draft Uploaded but not completed; it is finished through the upload wizard
Active Searchable and available for versions, notes, and exports
Archived Kept but out of the working lists
Locked Protected against edits
Deleted Soft-deleted; it lives in Deleted until purged

Open a document

  1. Find it in Documents, a document list, the Explorer, or a search result.
  2. Select it; the panel opens with General.
  3. Use the sections to review or change the document.

Selecting a row in a list opens the same panel, so the list stays in place behind it.

Common actions

Action Needs
Preview Read permission
Edit metadata or observations documento:editar
Add a version documento:versionar
Add a note documento:notas
Reclassify documento:reclasificar
Download or print documento:descargar
Delete, restore, purge The delete permission

Each action is also recorded in the activity log.