Update a document

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

1. Click DOCUMENTS in the project navigation bar.
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.
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 prevent others from editing the document, select Lock Document.
   • 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.