Edit document properties
(if user has 'write' security access)
If the user has 'write' security access to documents in the current library it is possible edit document properties using forms provided for that purpose.
Main Action Buttons
Pressing the 'Update' button after making changes commits the changes or additions to the document.
If the user has 'delete' security access to documents then the 'Delete' button appears next to the 'Update' button on ALL document Edit forms. In all cases, taking this action will DELETE THE ENTIRE DOCUMENT, not just the properties that are displayed on the current edit form.
The Cancel button should be used to discard any changes made that have not been updated, or to close the form without making any changes.
Note: caution should rule when it comes to changing document properties, as documents can be deleted, or can be "lost" when their indexes or identifying properties get changed.
The Info view is the opening view when choosing to edit document properties:
Document properties are grouped according to the buttons on the ribbon menu bar:
| • | Info Main identification and indexing properties |
| • | Images Sub-images to the parent document |
| • | Notes Fee-form text notes |
| • | Keywords Search keywords |
| • | Categories Browse drill-down and Workflow Categories, secondary indexes |
| • | Links links to related documents or other web resources |
Click on one of the above links to read more about each property and the editing process in a sub-topic.
Toolbar icons:
Back to view Document Properties
Add new image to this document
(if user has 'write' security access)