---
title: RedOffice Document Information Pane Overview
description: To display the document Information pane, click on the document information icon on the home screen or on the ECM ribbon in the Microsoft application you wish to work from (e.g. Outlook, Word, Excel, PowerPoint).
---

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# RedOffice Document Information Pane Overview

## To display the document Information pane, click on the document information icon on the home screen or on the ECM ribbon in the Microsoft application you wish to work from (e.g. Outlook, Word, Excel, PowerPoint).

To display the document Information pane, click on the **document information** icon on the home screen or on the ECM ribbon in the Microsoft application you wish to work from (e.g. Outlook, Word, Excel, PowerPoint).

![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-12-30-47-2440-AM.png?width=185&height=70&name=image-png-Feb-09-2024-12-30-47-2440-AM.png)  
![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-12-30-31-8942-AM.png?width=327&height=121&name=image-png-Feb-09-2024-12-30-31-8942-AM.png)  
Document Information icon on Home tab   
![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-12-30-05-1042-AM.png?width=455&height=129&name=image-png-Feb-09-2024-12-30-05-1042-AM.png)  
Document Information icon in ECM tab   

| Document Information Pane | Icon | Function | Details |
| --- | --- | --- | --- |
| The document information pane will display on the right side of the screen. ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-12-33-39-4669-AM.png?width=175&height=710&name=image-png-Feb-09-2024-12-33-39-4669-AM.png) *Document Information pane*   | ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Jun-21-2024-12-53-51-5855-AM.png?width=92&height=35&name=image-png-Jun-21-2024-12-53-51-5855-AM.png) | **Register** | **Registers** the document in ECM |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Jun-21-2024-12-54-05-5292-AM.png?width=29&height=34&name=image-png-Jun-21-2024-12-54-05-5292-AM.png) | **ECM Document Properties** | **Opens document properties** within ECM |  |
|  ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Jun-21-2024-12-56-44-3273-AM.png?width=23&height=31&name=image-png-Jun-21-2024-12-56-44-3273-AM.png) | **Refresh** | **Refreshes** the Document Information pane to ensure it displays the most current information about the document   |  |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-12-36-14-3619-AM.png?width=31&height=32&name=image-png-Feb-09-2024-12-36-14-3619-AM.png) | **More** | **More **provides access to further functions: - Help - Refresh - Toggle Field list - Ci Anywhere Workplace - Settings - About - Reconnect - Disconnect - Show Log |  |
|   | **Document Information and Indexes** | From the Quick Add profile field and below, you can choose a QAP and fill out any necessary fields/indexes for the document   |  |

 

| More menu | Function | Details |
| --- | --- | --- |
| ![image.png](https://redmansolutions.my.site.com/RedOffice/servlet/rtaImage?eid=ka098000000092z&feoid=00N6F00000Y9mtJ&refid=0EM6F00000BdoVv) *More menu* | **Help** | **Help** will open the RedOffice User Guide.   |
| **Refresh** | **Refreshes** the document information pane to ensure it is the most current information about the document. |  |
| **Toggle field list** | Displays all fields as data. Typically used for troubleshooting. |  |
| **Ci Anywhere Workplace** | Provides quick access to launch **Ci Anywhere (ECM)**.   |  |
| **Settings** | **Settings** will display the RedOffice add-in configuration settings.   |  |
| **Drawer** | **Drawer **opens the RedOffice Drawer functionality, Showing ECM Document recently accessed and registered by RedOffice.  |  |
| **About** | **About** displays the software version information for the installed version on the device. |  |
| **Reconnect** | Reconnects to the server. Typically used for troubleshooting. |  |
| **Disconnect** | Disconnects from the server. Typically used for troubleshooting. |  |
| **Show Log** | Displays the log file. |  |

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    - [Templates & Merge Fields](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#templates-merge-fields)
    - [Document Registration & Versioning](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#document-registration-versioning)
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