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Editing Documents

You can edit a document's name and tags.

  1. Navigate to Document Manager.

  2. Navigate to the row containing the document.

  3. Click the unfold icon (ant-unfold_menu.svg) in the Actions column to open the document menu.

  4. Edit the document using the fields in the document menu's Details tab. Edit a field by clicking the Edit (edit_icon) icon.

    • Rename the document by clicking the Edit (edit_icon) icon and editing the Document field. Click Save.

      doc_manager-document_name_field.png
    • Add or remove tags by clicking the Edit (edit_icon) icon in the Tag field. Select the appropriate tags to add or remove them from the document. Click Save.

      doc_manager-tags_field.png