Edit a Document's Details

The purpose of this article is to explain how to amend a document's details. Please note, this can only be done if you have the correct permissions to do so.

  1. Click Documents
  2. Select the folder containing the document you want to edit
  3. Mouse over the corresponding document and select the pencil icon

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  4. Depending on the project settings, editable standard and custom fields will appear
  5. Click Save upon completion

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Need further help? Contact our Support Team