Edit a Document

  1. Access the Document List for an organizational unit, process, IT application, or project/event.

    Note: See Entity Documentation for additional information.

  2. Locate the document to edit.
  3. Click View next to the name of the document in the document list.

    Note: The document attributes form will appear.

  4. Click Edit.
  5. Make the appropriate changes.
  6. Click Save.

    Note: The last modified by, date and time are automatically updated.

See Also

Entity Documentation

View and Edit Document Attributes

Link URLs or Upload Attachments

Document List Pagination

Adding Additional Documents to the Document Group

View a Document within the Document Group

View Document Attachments (File or URL)

Delete a Document

Delete an Uploaded Attachment (File or URL)

Set Permissions for a Group of Documents

Set Permissions for a Specific Document

Import Additional Documents into the Format List