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. 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.