Fields: Editing a document file's details

When you are creating a document for the first time, you fill in the document's basic information, such as its name, type, and categories. After you have created a document you can edit its details, upload new document files, and add attachments to it.

Last Document Revision Date

Specifies the date that the details for this document file were last updated. By default this value is set to the current date for new files.

Document Type

Specifies the type of document that is being uploaded. For example, you might have some documents that are a Procedure, while others might be a Template. If the Document Type that you want is not already in the system, you can add one by clicking Add Document Type. You can configure the Document Types that are available in your system on the Management module Admin page (for more information, see Document Types).

Name

Specifies the name of the document file. The document's name is displayed in the system to help library staff locate it.

File

Displays the name of the current document file. To replace the current file with a new one, click Replace With New File and then select a new file to upload.

Archived

Indicates whether this document file should be archived.

Note: This option is selected by default if you are attempting to upload a file when the document record already has an active file.