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Editing the Details of a Document


Rob Place

Reading time 1 mins

 

  • To edit a document, from within the Document, click on the three-dot menu icon to the top right-hand side of the page and select Edit file details.

 

Edit file details.
  • From here you can navigate to the relevant details that you wish to update, using the left-hand side progress bar. 
Side bar.
  • Update the document details as required. 

 

  • To save the changes, navigate to the last step in the details progress bar, set permissions, and select Complete.

 

  • The document has now been updated.

 

  • To note - you will be unable to upload a new document via this method. To upload a new document, you must use "Upload new version" on the document details page. This is to ensure a full version history is tracked. 

 

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