This article explains what you see on the Document Details page, and goes into a bit more detail about issues, versions and approval status.
Videos in this article
Key Elements of the Document Details page
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Part Number: The unique identifier for the document.
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Master File & PDF Preview: The original uploaded file (e.g., Word document) and its automatically generated PDF.
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Document Status: Unapproved drafts appear in bold red, indicating they cannot be published externally.
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Metadata: Displays information such as author, categories, and issuer.
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Download & Edit:
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Click on the document icon to download the master file.
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Click the Checkout button to edit the document.
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Open the PDF preview by clicking on the PDF icon.
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Understanding Document Approval States
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Check out the video, then read the summary information below.
Cognidox uses red and black text to indicate document approval status:
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Red Text: The document is an unapproved issue or draft.
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Black Text: The document has been approved.
You can check a document's approval status in two ways:
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Document Details Page: Displays whether a document is approved or not.
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Approval History Page: Shows the full approval timeline.
Do All Documents Need Approval?
Not all documents require approval to be useful. The red text serves as an informational alert to prevent unapproved documents from being published externally.
By understanding these approval states, users can manage documents effectively without mistakenly using unapproved content in external communications.
Conclusion
The Document Details page provides essential information about each document, while approval states help ensure proper usage within the system.