5.2 Edit Attached documents

Access: You can access Document Details panel from the Analysis or Sources section.

Steps:

1. Open the Document Details panel
2. Click the Edit button at the top
3. Modify editable fields
4. Save changes (button appears after Edit is clicked)

Result: Updated information is saved to the document record

Editable Fields:

• Document Name
• Short Name
• Author
• Directory
• Comments
• Custom metadata fields

Non-Editable Fields:

• File Name (from original upload)
• File Type (system-detected)
• Id (system-generated)
• Created date (historical)
• Created By (historical)