Document Records

A Document Record is the central detail page for any document stored in DocView Web. It brings together the file itself, all metadata, version history, sharing options, notes, e-signature status, and variant files in one place.

Opening a Document Record

Click any document row in a document-type list, search result, or task link. The Document Record page opens with several tabs or sections:

Metadata & Index Fields

The top section displays the metadata fields configured for the document’s type. Depending on your permissions you can view or edit these fields. Common fields include reference numbers, dates, amounts, supplier names, and custom values. Click Save after making changes.

Embedded Document Viewer

Below the metadata, an embedded viewer renders the document inline. For PDFs this is a full-featured PDF.js viewer with zoom, rotation, page navigation, and text selection. For images you see the image at full resolution with zoom controls. Office documents are converted to PDF for viewing.

Notes

The Notes section lets you add free-text comments to the document. Notes are timestamped and attributed to the user who wrote them. They are visible to anyone with access to the document record and provide a simple audit trail of discussions.

Variants (File Versions)

The Variants tab lists all file versions attached to this record. When a document is updated or a new version is uploaded, the previous version is retained as a variant. You can download or preview any variant to compare changes over time.

E-Signature Status

If a DocuSign e-signature request has been sent for this document, the E-Signature section shows the signer’s name, email, sent date, signed date, and current status (Created, Sent, Completed). You can download the signed PDF and the DocuSign certificate directly from this section.

Sharing

Use the Share section to email the document to internal or external recipients. You can add a message and choose whether to include the file as an attachment or a secure link. Sharing history is recorded on the document record.

History

The History tab shows every action performed on this document – uploads, views, downloads, edits, shares, and workflow transitions – with timestamps and the name of the user who performed each action.

INFO

The tabs and sections you see depend on the features your administrator has enabled and your role permissions.