How do I edit document details?

The document details page provides a high level view of important document details and may include things such as description, status, tags, and custom fields. This article describes how to edit document details.

1. Click Documents

Click Documents
  • On the Icon Bar, click the Project button, then click Documents.

 Note: Clicking the Project button on the Icon Bar will take you directly to the Summary page of the last work you visited.

2. Click See details

Click See details
  1. Locate the document you want to edit and click the title of the document.
  2. In the context sensitive drop-down menu, click See details.

3. Click Edit Details

  • Click Edit Details.

4. Edit Document Details

  1. Edit document details as necessary.
  2. Click Save Changes.

5. View Document Details

  • View updated document details.


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