GENERAL SETTINGS
One common feature in all Web parts is the General Settings option, which may include the name, description and security settings. 
 
To access the General Settings:
  1. Open the Web part in Full View
  2. In the bottom left frame, click on Modify settings and columns
  3. Click on Change General Settings to display the List Settings or Document Library Settings screen
Back to TopLISTS
Name and Description
Type a new name as you want it to appear in headings and links throughout the site.  Type descriptive text that will help site visitors use this document library.
Navigation
Specify whether a link to this list appears in the Quick Launch bar on the home page.
Content Approval
Answer Yes to require that all items submitted to this list be approved by a site administrator.  Users can view a list of the items that they submit and check approval statuses.  Submissions by site administrators are automatically approved, however, other administrators can still reject the items.
       
  See also:   Approve or Reject an Item
       
Note! Rejecting an item or file does not delete it or prevent users from viewing it.  Users can also view pending items. To help prevent users from viewing rejected or pending items, the submitter or a site administrator must manually delete the items.
Attachments
Answer Enable to allow users to attach documents to list items
       
  See also:   Attaching Files
       
Item-Level Permissions
Specify which items users can read and edit.
Note! Site administrators can read and edit all items.

Click on OK to save your settings or Cancel to return to the previous page without making changes

       
  See also:   Change Permission for a List
       
Back to TopDOCUMENT LIBRARY SETTINGS
Name and Description
Type a new name as you want it to appear in headings and links throughout the site.  Type descriptive text that will help site visitors use this document library.
Navigation
Specify whether a link to this list appears in the Quick Launch bar on the home page.
 
Content Approval
Answer Yes to require that all items submitted to this library be approved by a site administrator.  Users can view a list of the items that they submit and check approval statuses.  Submissions by site administrators are automatically approved, however, other administrators can still reject the items.
       
  See also:   Approve or Reject an Item
       
Note! Rejecting an item or file does not delete it or prevent users from viewing it.  Users can also view pending items. To help prevent users from viewing rejected or pending items, the submitter or a site administrator must manually delete the items.
 
Document Versions
Document versioning allows you to keep multiple versions of a document.  This allows you to view a "snapshot" of a document, such as your Employee Handbook, so that each time the document is changed, the previous version is preserved.

When versioning is turned on, a Version History option is added to the drop-down list appears when you click the down arrow next to a document name.  It also appears on the toolbar in the Edit Properties page for the document.

The Version History command is also available in the 2003 versions of Microsoft Office, including Word 2003, Excel 2003, and PowerPoint 2003.  When you click on the Version History button, a list of the previous versions of the document appears.  You can open an old version, restore a version (replacing the current version), or delete an old version.

Things to Remember

  • When a file is deleted from a library, all previous versions are deleted as well.

  • Versions can be created for all file types except HTML files that contain images or embedded objects.

  • When versioning is enabled, versions are automatically created whenever you update a document in a document library.

  • Versions are created in the following situations:

    • When you check out a file, makes changes, then check the file back in.

    • When you open a file, makes changes, and then save the file for the first time.

      Note!

      If you save the file again without closing it, a new version is not created.  If you close the program being used to edit the file, then  open and save the file again, another version is created.

    • When you restore an old version of a file (and do not check it out).

    • When you upload a file that already exists, in which case the current file becomes an old version.

  See also:   Document Versioning
       
Document Template
When you first create a new document library, you can set up a blank template that will run a specific program (such as Word or Excel) when a user clicks the New Document on the document library page.  Not only does this provide consistency throughout your documents, but also enables the user to create all new documents in the same format.
Note! By default, a _basicpage.htm file will automatically be used for your document template.  If you wish to customize this template, please contact our support department for assistance.