You can edit an item's name and storage location once it has been successfully added to a folder. The Edit Document form is automatically launched after a new item is saved to a folder. You can also set Permissions at this stage.



Update the title or location of newly added items:

  1. Add a new item to your documents. (See How)
  2. Make changes to the Title if necessary.
  3. Make any changes to the Description field.
  4. Change the File Drawer location if necessary.
  5. Move the file to a different File Folder if necessary.
  6. Click the Open button to review the attached file.
  7. Click to Save the file.
  8. Use the Permanently Delete This Item button if you would like to delete this item from your library.



Update or delete existing items from your Documents Library

  1. Click on Files/Docs menu.
  2. Click on the Drawer where the file is located.
  3. Click on the Folder to expand its contents and find the item.
  4. Click the Edit button next to the item.
  5. Make corrections to the Title if necessary.
  6. Make any corrections to the Description field.
  7. Change the File Drawer location if necessary.
  8. Move the file to a different File Folder if necessary.
  9. Click the Open button to review the attached file.
  10. Click to Save the file.
  11. Use the Permanently Delete This Item button if you would like to delete this item from your library.