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Once you have uploaded one or more documents, you need to verify and update some essential properties. Proper tagging is important for quality and ease of traceability of documents.
Easy in-line editing is provided for you to update to most important properties. This is what is covered in this article. To update extended properties via the properties pane, please review the next article.
The essential document properties are :
- Unique Content ID
- Category
- Project ID/Customer
If any of these are missing, your uploaded document will be considered 'Incomplete' and a 'warning' 
icon will show at the right of the document line to highlight that this document is missing essential properties.
A document that is missing essential properties can't be progressed through its life-cycle. Furthermore it is hidden to others: only the person that uploaded the document, can see 'Incomplete' documents'.
Note: a specific preset Table configuration is available for you to review all your documents with missing essential properties: 'My Incomplete Content'. Select it from the 'Filter by' Table configuration selector to list all your uploaded documents that are missing essential properties.
Project ID and Customer are not always mandatory. It depends on the Document Category chosen and is defined as follows:
| Category | Description | Project ID | Customer |
|---|---|---|---|
| Deliverable | a document created per the scope defined in the contractual agreement (e.g. low-level design, security report, design recommendation, …) |  |
|
| Contractual Document | a document created for use during contract negotiation, validation or signature and with contractual value (e.g. Quote, SOW, Change Request, …) | |
|
| Support Material | a document created in support of an engagement, but not necessarily defined in the contractual agreement (e.g. project kick-off agenda, 90-day plan, closeout checklist, network diagrams, meeting minutes …) | |
|
| Reference Material | documents that are not related to any engagement and can be reused in support of a particular engagement (e.g., white papers, calculators, …) |
Even if it is not mandatory to tag a document with Project ID and Customer, depending on the Category used, it is strongly recommended to always tag a document with Project ID and Customer.
Content ID is normally pre-populated, unless you reserved some content IDs. In such cases, the reserved content IDs will be available from a pick-list, together with a choice to select the next available Content ID.
Project IDs and Customer names will provide a pick-list of the projects to which you have a active assignment with the corresponding Customer names.
Note: some projects have 2 customer names to choose from: the Primary Customer who would be the partner or re-seller and the End-Customer who is the actual customer to whom the services are delivered.
You will see a 'pencil' 
icon when pausing your cursor over the record line of the document that you just uploaded. To in-line edit a document, double-click the line of the uploaded document. Not only the essential properties can be edited but every editable field available as a column.
The editable fields will show as input fields. Data elements are input as free text, chosen from a list of values or using a calendar date picker.
Some fields are dependent on each other: e.g. Project ID and Customer; when a a Project ID is selected, the list of values for the Customer is limited to the customer pertaining to that Project, and vice versa.
To save your changes, click anywhere outside the line. A Success message will be shown. To cancel your edits, click on the 'Cancel' 
icon towards the right of the record line.
If you omit to fill in an essential property data-field or the provided value is of an invalid format, it will get red underlined with a validation error message provided upon mouse-over.
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