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 organization'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, which doesn't create a new version; publish_file and update_file accept them too), or set them yourself in the document panel in Docs, under "About this document". Each box suggests the values your workspace has already used, so a consistent list builds up as you type. Owner is a label only. It doesn't change who can see or edit the document. A review date is kept as you typed it, so "end of Q3" is fine. Only a value Profusia can read as a date counts toward "overdue" on Needs attention, and that finding says how many review dates it couldn't read. Search matches owner and type too, and tells you which one matched.