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The document detail view

The document detail view (/files/file?documentID=…, or the same view inside a deal's Files tab) shows one document: a preview, its metadata and validity, who created/updated/approved it, and the actions available to the viewer. Access requires view permission on both the document and its folder; without it the page shows a not-accessible error rather than partial content.

What it shows

  • Preview — images render directly, videos play inline, and other file types (Office, PDF) are converted to an embedded PDF preview.
  • Status and validity — badges for archived, awaiting approval (pending), and rejected; time-sensitive documents show a validity clock: "Valid …" before the valid-from date, "Expires …" during the window, red "Expired …" after the valid-to date.
  • Metadata — size, description, tags, price-change details for PIM documents (change to market/group, justification, mitigating circumstances), and people panels: created by, updated by, approved by, rejected by (with reason), status changed by.
  • User stats and access list — a visit chart and per-user access table, shown to superusers only (the underlying data is only returned to them).
  • Tasks — tasks related to the document, with a create shortcut.
  • Watchers — users can watch/unwatch the document to be notified of changes.

Actions and who gets them

Action availability follows the document's own ACL (the capability flags computed server-side), plus role checks:

Action Requirement
Download anyone with view — unless the document has prevent download set, in which case admin only
Star / unstar (feeds the deal dashboard Key documents) edit
Upload new version edit — overwrites the file in place; there is no version history, and thumbnails are regenerated
File details (edit metadata) edit — see Editing a document
Delete delete
File permissions (ACL dialog) delete
Archive / un-archive, clone, unzip, re-index admin role
Notify members (creates a news post) edit
PIM actions (analyse prices, map fields, import) admin role + a PIM/price document + products enabled
Summarize file (AI) ebiz role

Why does the detail view change unexpectedly

  • The download button vanished or turned red — prevent download was set (admins still see it, styled as a warning). Cloned documents get prevent download automatically.
  • The document's content changed with the same link — someone uploaded a new version; the file is overwritten in place and no history is kept.
  • Status badge changed — the document moved through the approval workflow (pending → active / rejected / under review) or was archived.
  • Stats tabs are missing — they are superusers-only.

What the document detail view is not

  • Not a version history — there is none; "upload new version" replaces the file.
  • Not a comment thread — the detail page has watchers and tasks, but no comments or activity feed.
  • Not the editor — metadata editing happens in the File details dialog (Editing a document).