Update a document

To update a document, you can upload a new document version or change the document's name, description, or lock status.

You can also update a document in TeamForge directly from one of the following Microsoft Office applications:
Note: From 17.11 release, TeamForge is configured to send HTML emails to users assigned to and users monitoring the document that you update. For more information, see HTML emails for documents.
Note: You can now be able to unmonitor the documents by clicking the link Unmonitor the Document in the emails that you receive when you update documents. For more information, see Unmonitor documents via HTML emails.
  1. Click DOCUMENTS from the Project Home menu.
  2. Using the document tree, find the folder containing the document that you want to edit.
  3. Select the document you want to edit by clicking the document name.
  4. On the Document Details page, click EDIT / UPDATE. You can see this button at the top right corner of the page only if you have Document Edit Permission.
  5. On the Edit Document page, make your changes.
    • Update the name or description by entering new text in the appropriate field.
    • Change the status value, if appropriate.
    • To set locks, select appropriate check boxes in the LOCK DOCUMENT section.
    • Update a binary document by selecting Upload From File, then browsing for the updated file.
    • Update a text document by selecting Create Online, then editing the document text.
  6. Enter a version comment to describe the changes made, if appropriate.
  7. Click Save.
The document is now updated.
Parent topic: Edit a document