Who is this article for?

Users unable to view the Properties window or change the owner of a document.

Documents module access is required.

When attempting to modify a document record, specifically to change the owner or view the file details, you may find that the Properties option is missing or disabled in the right-click context menu.

This article explains why this menu option becomes unavailable and how to resolve the issue.

1. Issue

When a user right-clicks a document in the Documents module list view, the Properties option does not appear in the menu.

This occurs because the document status is currently set to Checked Out. In Q-Pulse, checking out a document locks the record to the user who performed the action. To prevent data conflicts, the system disables administrative changes - such as changing ownership or editing metadata properties - until the document is checked back in.

2. Solution

To restore access to the Properties menu, the document check-out must be resolved.

1. Open the Documents module.
2. Locate the relevant document in the list view.
3. Look at the Status column to confirm the document is Checked Out.

Tip: If you cannot see the status, right-click the column header row, select Column Chooser, and add the Status column to your view.

4. Right-click the document record.
5. Select one of the following options:
   • Check In: Select this if you have made changes to the file that you wish to keep.
   • Undo Check Out: Select this to discard any potential changes and release the lock immediately.
6. Once the Status updates to Active or Draft, right-click the document again.
7. Select Properties.

You will now be able to view the full document details and change the ownership if required.

3. Further reading

• Overview of the Document lifecycle
• Understanding user permissions in Document module
• Navigating the Documents module