How to Edit a Document's Details

  1. Navigate to Matters > select a Matter Name.
  2. Select the Documents tab > click a FILE NAME.
  3. Select the Info tab in the detail slide-out panel, which will load your document's metadata.
  4. Select Edit to update the metadata.
  5. Save.

Editable Fields

  • File Name
  • Owner ID
  • Author
  • Description
  • Document Category
  • Document Subcategory
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