Document & Record Lifecycle Software

Working with Documents in Folders


View / Edit Document Properties

You may find that you need to change the document properties once a document has been uploaded. For example if the document Profile needs to be changed or you want to allow additional users access to the document.
If you change the document profile, keep in mind that all profile data associated with the document will be lost.
A document's properties can not be changed if the document is checked out.

  1. In the Documents Content frame, click the relevant document link. The document properties will be displayed in the bottom frame.
  2. In the bottom Content frame, click the Edit button to open the Edit the Document's Information form.
  3. Make the required modifications, and then click the Update button.

Note:  Only the document owner or the Library Administrator can modify a document's properties.

 

  document management home  |   privacy  |   resources  |   site map  |  blog