Setting Document Properties

The Document Properties dialog is used to view or change the properties of a document. If you would like to view or change the properties of a single topic, use the Topic Properties dialog (see Viewing/Changing Topic Properties).

  1. In Word, open the Documents window pane in the Doc-To-Help Project panel and select a document.
  2. Right-click on the document you wish to modify.

  3. Select Properties. The Document Properties dialog opens.

  4. Set any of the following:

    • Name The read-only name of the document.
    • Type Notes the document type (e.g., Word).
    • File size The size of the source document.
    • File modified The date and time of the last modification to the source document.

    These can also be set and will appear in the Source group in the ribbon. See Conditions.

    • Platforms Sets a platform-based condition for the selected document. The document will be included in all the target platform(s) selected. A platform includes all the targets that produce the output specified; Online Help, HTML Help, NetHelp, Printed Manual, etc.
    • Targets Sets a target-based condition for the selected document. The document will be included in all the target(s) selected.
    • Attributes Set an attribute-based condition for the selected document. The document will be included or excluded when creating conditional builds (e.g., internal or external.) Use the Attributes dialog (Project > Attributes) to create custom attributes.

    These fields only apply to documents that have been shared to a SharePoint Library. See SharePoint Integration.

    • Document URL The location of this document on the SharePoint Library server.

    • Auxiliary Files The location of this document's auxiliary files (usually graphics and video) on the SharePoint Library server.

    • First Uploaded by The name of the person who first uploaded this document to the SharePoint Library server.

    • First Upload date The date this document was first uploaded to the SharePoint Library server.

    • Last changed by The name of the last person to edit this document.

    • Last download date The latest date this document was downloaded from the SharePoint Library server.

    • Checked out by If this document is currently checked out from the SharePoint Library, the name of the person who has it checked out. If it is you, it will read "me."

    • Keep outline numbers When selected, outline numbers are included as part of topic titles and are present in targets. This setting only affects the RTF files generated from source documents; it does not affect the source documents themselves.  Modifying this setting for an individual document will override the settings for that document only.
    • Adjust left indent Controls whether paragraph indentation is adjusted to account for wide margins when building online output. By default, this check box is selected to accommodate the standard Doc-To-Help templates. Clear this check box if you are using custom templates and want to preserve the indentation used in your source documents.
    • Include in Search If selected, search is enabled for this document in NetHelp outputs. If cleared, this document is excluded from the search.
    • Keep page breaks When selected, retains the page break characters in the source documents during compilation of a Printed Manual target. Clear this check box to discard page break characters. Modifying this setting for an individual document will override the settings for that document only.
    • Plain text popups If selected, generates a plain text-only version of the file for context-sensitive Help topics. Modifying this setting for an individual document will override the settings for that document only.
  5. Click OK.

Note For more source document tasks, see Source Documents.