You are here:

Assigning Document Properties

The Properties Wizard breaks up property assignment for a document into the following steps:

Notes:

Depending on how the currently assigned template was set up, you may have fewer steps available than the ones listed below. Typically, you will see at least the Settings, Categories, and Security steps. Some or all of the other steps may be removed from the template.
You will most likely not need to perform all available steps for every document you create.

Settings: Set critical properties (Title, Document Owner, Template) and other basic and advanced properties.
Categories: Assign sites, departments, and categories.
Writers: Assign writers who will collaborate on creating content.
Reviewers: Assign users as reviewers.
Approvers: Assign users as approvers.
Assignees: Assign those required to read the document when it is published.
Security: Set a security level.