Learn about editing file properties on a full data card and within a card deck.
Changes with data cards can only be made when the data card is in edit mode. Click the edit button to begin changing property values.
Files must be checked out before changing anything. If any files in the card deck are not checked out or if a data card is not available for editing, you will receive a message asking you to check out the files or to remove any invalid cards from the card deck. When a property is edited, click Save to commit the changes. An asterisk appears beside the file name to indicate that the data card has been modified.
Modified files must be checked back into the vault for the changes to become permanent. If you attempt to close the card deck or to change the data card view while a modified file is checked out, you will be prompted to check the file in or discard your changes before proceeding.
Tracking Edits
Since edits are not immediately permanent, you can track edits and review them before checking the modified files into the vault. If a property has been modified, an asterisk (*) appears beside the file name on the data card and beside the file names in the data list on the home card if you are using a card deck.
Additionally, the font changes for property values that have been modified.
|
Text |
Meaning |
Edit |
|
Normal font |
Same as original value (no change) |
The value is the same as the original value or has been reset before checking the file back in. |
|
Normal font with gray background |
Read-Only |
The file cannot be altered even in Edit mode. |
|
Strikethrough Font |
Deleted Value |
The original value was deleted. When the file is checked back into the vault, this value is blank. |
|
Blue Font |
Edited Value |
The original value has changed but the file has not been checked back into the vault to commit the change. |
Undoing Changes
During the editing process, you can choose to undo a single property change or to undo all changes as long as the current changes have not been committed.
Right-click on the data card to open a context menu. Select Revert to reset the selected property to its original value. Select Revert All to reset all properties to their original values.
Compliance
Compliance is a key component in managing properties. When a property is non-compliant, a red exclamation icon is inserted into the value field on the data card. On the home card, the icon appears beside the file name to let you know that one of the properties for that file is non-compliant.
Hover your mouse over the icon to see a tooltip describing the reason why the property is not compliant. Since some data cards contain multiple tabs of properties, the icon will also appear on the tab to indicate if there is a non-compliant property not visible on the data card.
You can edit properties for a single data card or multiple data cards at once.