This documentation refers to the unreleased development version of the Nuxeo Platform. For the current production version, refer to the 5.6 user guide.
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Documents can be edited by users with writing rights in a folder.

Documents can be edited in workspaces only. If you want to modify a published document, you need to edit it in the workspace and republish it.

Document modification means:

  • editing or changing the attached file of a file document,
  • editing the text of a note,
  • or simply editing the title, description or any metadata of the document.

Versioning overview

Every time you modify a document, you can define if the changes should be saved as a new version of the document.

Every document holds a version number, which is a piece of information about the evolution of the document. A version number (V.v) is composed of a major version number (V) and a minor version number (v). When a document is created, its version number is 0.0. Minor version increment are used for secondary changes. Major version increment is usually reserved to significant modifications.

 

 

When you edit a document and save your modifications, you have several options regarding the versioning of your document. Let's say that your current document version is 0.1.

  • You can save modifications without creating a new version of the document, as it is not yet ready. The 0.1 version of the document has been modified, so its version number becomes 0.1+ (the + indicates to other users that version 0.1 has been modified).
  • You can save the modifications in a new version of the document. The version number will then be 0.2 if you increment minor version or 1.0 if you save modifications in a major version. The newly created version is automatically archived in the History tab so it's not lost when users will edit it.

 

 

Metadata overview

Metadata are information describing some properties of the workspace, so that they are more accurately referenced. Some metadata are automatically filled in by the system, but most of them need to be filled in by users. When you create a document (file, note, workspace, section, or any other document type), its metadata are empty.

The Nuxeo Platform uses Dublin Core metadata by default. They are listed below:

 

Field

Description

Nature

Nature of the document.

Subjects

Topic(s) of the document.

Rights

Information about the reproduction rights of the document. Rights informations often encompass Intellectual Property Rights and Copyright.

Source

The references of the resource from which the document's content is derived (totally or partially).

Coverage

Information about the geographic reach of the document.

Created at

Date automatically filled in by the system when the document is created.

Last modified at

Date automatically filled in by the system when the document is modified.

Format

Format of the document, if any is preferred.

Language

Language used in the document.

Expire on

Date on which the document stops being valid. Click on the calendar icon to select a date.
This date is not indexed in the system. It is just in indication for users but it is not processed by the application.

Author

User who created the document. This field is automatically filled in by the system.

Contributors

Users who modified the document. This field is automatically filled in by the system.

Last contributor

Last user who modified the document. This field is automatically filled in by the system.

Although metadata are not mandatory, filling them in will make your documents easier to find using Nuxeo DM search engine or virtual navigation.

Virtual navigation

Coverage and subjects are used for virtual navigation.

To fill in or change the metadata of the document, just edit the document.

Editing a document

To edit a document:

  1. Click on the Edittab of the document.

    Quick access to modification

    You can also access the Edit tab directly from the folder's content using right click on the document and clicking on Modify.

  2. In the modification form displayed, type your modifications.
  3. Indicate if you want to update the document's version.
  4. Type a comment if you want to indicate why you modified the document.
    This comment is logged in the document's history and helps other users know what has been changed on the document.
  5. Click on the Save button.
    The document's Summary tab is displayed.
Office document modification

MS Office and OpenOffice.org documents can be edited directly in their native application using Live Edit or WSS/WebDav.

Related pages
Page: Editing content
Page: Consulting and editing assets
Page: Managing vocabularies
Page: Document's history
Page: Navigation trees
Page: Working with WebDAV and WSS
Page: Working with Live Edit
Page: Editing a workspace