Prerequisites

Before you begin,

Document Details

To open the Metadata panel in the Document Details:

  1. Go to the project, task, or issue that contains the document, then select Documents.

  2. Hover over the document you need, then select Document Details.

  3. Find and expand the Metadata section.

    NOTE
    You can’t edit fields in this section. They are view-only.

document details panel

Summary for documents

To open the Metadata panel in the Summary panel:

  1. Go to the project, task, or issue that contains the document, then select Documents.

  2. Find the document you need.

  3. Click the Summary icon summary icon , then expand the Metadata section.

    NOTE
    You can’t edit fields in this section. They are view-only.

summary for documents

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