Editing Documents

When adding or editing documents, enter a title for the document under "Details". For Availability, you can set whether the document is an Internal document or an External document.

Internal documents can only be used by your internal users, whereas external documents can also be used by external user accounts.

Under Comment you can add a note to the document. Select a Category and, if necessary, a subcategory. Your system administrator can determine and edit the categories.

If the setting Use folder structure is active, you can either select one or more folders by clicking on them or choose them from the selection list. Created by indicates the user login of the user who added the document.

In the Adding new files with details view, you can edit all documents at once if they are to be assigned to the same category or folder. To do this, click on the checkbox in the header of the table and select all rows. Then select the option "Edit Category/Subcategory" or "Edit Folder". You can change individual entries by editing the individual fields within the table.