Editing a document file's details

Documents can be created using the New Document option in the Management module navigation bar. After you have created a document you can edit its details, upload new document files, and add attachments to it.

To edit a document file's details

  1. From a document's Details page, select the Documents tab.
  2. Find the document file you want to edit and click Edit Document.

  3. Do any of the following:

    • Select new values for any of the text and drop-down list fields.
    • Click Replace With New File and then select a new file to replace the current document file.

    Note: For more information about each of these fields, see Fields: Editing a document file's details.

  4. When you are finished making changes, click Submit.