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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
  • File Type
  • Id
  • Created date
  • Created By