Help · A document's own facts — owner, type, and review date
A document's own facts — owner, type, and review date
Every document can carry three facts of its own: who owns it, what kind of thing it is in your organisation's own words (Policy, Proposal, Contract — whatever your workspace calls these), and when somebody should check it is still true.
Ask your assistant to set them (set_document_facts — it does not cut a new version, unlike publish_file and update_file, which take the same three alongside the content), or set them yourself in the document panel in Docs, under "About this document". The box remembers whatever your workspace has already typed and offers it back, so typing consistently is all it takes to get a controlled list — there is no separate screen to manage one.
Owner is a label. It grants nobody access and hides nothing from anybody — the panel and every tool response say so, because the one wrong idea this feature could create is "I set the owner, so only they can see it".
A review date is kept exactly as you typed it — "end of Q3" is a real answer. Only a value Profusia can actually read as a date counts toward "overdue" on Needs attention, and that finding says plainly how many review dates it could not read rather than dropping them silently.
Search matches owner and type too, and tells you which one matched.