There are a number of document level properties that you can configure.

Document Properties can be accessed from within DOCUMENT RIBBON.

Page Properties

Main Article: Page Properties

properties.png The Page Properties Panel allows you to adjust properties including page size, page margins and page orientation.

Field Manager

Main Article: Field Manager

fieldmanager.png The Field Manager allows you to add, delete or update field and formula definitions.

Access Privileges

Main Article: Access Privileges

access.png For a specific chart, you can control access to content within that chart. Using this functionality, you can limit which divisions, departments and/or locations a specific user can access. Access Privileges allows you to maintain a single chart even if you need to limit what each end user can view.

Reviewed 08/07/2017