Online Help | Desktop App

General tab

The General tab displays the essential information about a Document.

The information is organized in the following sections:

Leftmost untitled section - displays the name and text description of the Document.

Categorization section - shows the type and category of the Document. The lists of types and categories are configured by your Alloy Navigator administrator.

Ownership Information section - allows you to associate the Document with the Person who is responsible for the Configuration and also with their Organization and Location. When the Organization, Owner, or Location is chosen, the field label becomes hyperlinked. To view organization, person, or location details, click the link.

Rightmost untitled section - describes the content of the Document in the following fields:

  • Title - stores the title of the Document.

  • Author - allows you to specify the author of the Document. When the author is chosen, the corresponding person record can be opened by clicking the Author link.

  • Version - allows you to store the version of Document.

  • Keywords - allows you to enter the keywords of Document.

  • Last Reviewed - allows you to choose the date of the latest review of the Document.

The General tab may also display various user-defined fields in an additional section if your Alloy Navigator administrator has configured them accordingly. The default name of this section is "Custom Data", although your Alloy Navigator administrator may have renamed this section.

NOTE: User-defined fields can appear also on the Custom Data tab (this is the default name of the tab; it can be renamed by your Alloy Navigator administrator).