Document Information
The Document Information dialog
box displays information for any document in the vault, if you have at
least read privileges.
To view document information:
Right-click a document and select Document
Information. In the SolidWorks Explorer client, select a document
and click Doc Info 
on the Mini Toolbar.
You can also see most of
the tabs described below in the expanded view section of the SolidWorks
Explorer window.
Document information for selected revision
You can change the following fields:
Tabs
Select each of the following tabs to view the corresponding information:
Info.
Displays read-only information about the selected document such as Date Modified, Owner,
etc.
Properties.
Displays default properties, their corresponding values, and any mapped
file properties. The list of properties includes user-defined properties.
When you select different configurations from the local view, the corresponding
properties appear. If you are the owner of a document, you can change
the values of its custom properties. Right-click the row with the property
and select Change to access the
Change
Property Value dialog box.
History/Notes.
Lists events in the document history items including:
Check In
and Check Out
Own (Take
Ownership)
Disown (Release
Ownership)
Change Project
Bumped Rev
Prop Chg (Change Property)
-
Status Change
(Change Lifecycle Status)
The document owner can right-click
a document in the vault view and select Add
Note.
The note then appears in Document Information.
In the SolidWorks Explorer client, select a document and click Add
Note 
on the Mini Toolbar.
References.
Shows all documents referenced by the selected document. For example,
if you select an assembly, References
displays the assembly components.
Where Used.
Tracks the selected document in the entire Workgroup PDM vault.
Attachments.
Displays information (Document,
Number, Description,
etc.) about any attachments (non-SolidWorks documents).
Configurations.
Displays information on the configurations of a document as defined in
SolidWorks. The current configuration is indicated by [in
use].
-
Preview Picture. Displays
the selected revision of the document. Toggle through Revision
to view a visual history of the SolidWorks document.
Items listed in light grey text under
a separation line are not associated with the current revision, but are
associated with other revisions.
View. If you selected a SolidWorks eDrawings, SolidWorks,
or AutoCAD document and select this tab, the document appears in eDrawings.
To select data for a report:
In the top section, select a revision and configuration
from the Revision and Config
lists.
-
In the bottom section, select one of the tabs (Properties,
History/Notes, etc.) to display
that type of information. (Preview Picture
and View are not available for
output to file.)
To output all types of information for
more than one document, see Reporting.
Click Output To File.