Edit document details

You can edit document details:

  1. Click Files in the toolbar.
  2. Select the applicable folder.
  3. Select the document you want to edit.
  4. Click the ellipsis button at the top of the content pane.
    A context menu pops up.
  5. Click Edit.
    The Edit document details window appears.
  6. Edit the document details:
    • Name
    • Status
      Note: The available document statuses correspond to the project settings.
    • Description
      Note: If applicable, the Project Owner and Contractor details are displayed.
  7. Click Save.
A pop up window informs you that the document is successfully updated.

If applicable, click Send notification in the pop up window to inform users by email.

Note: It is possible to edit the metadata of a document using the document details window.