Editing document properties

Edit properties of a document, such as title and description.

Information about a document, such as author, title, description, language, date created, date last modified, and the user who last modified the document, is saved in the library along with the content of the document. Some of these properties are set automatically, such as author, date created, date last modified, and the user who last modified the document. Some properties are editable, such as the document title, description, and language properties. In addition to providing other users with more information about the document, document properties allow better searching of documents.

You can not edit document properties if the document is checked out by another user, or if there is a draft of the document pending approval.

To edit document properties:

  1. Click on the down arrow next to the name of document that you want to edit, then click Edit Properties.
  2. Edit the document title, description, or language. Note about naming: You can create document names using non-Latin characters (such as Japanese and Cyrillic). However, some characters are invalid, such as asterisks (*), question marks (?), less than and greater than signs (<, >), apostrophes ('), quotes ("), backward and forward slashes (\, /), pipes (|), square brackets ([ or ]), and colons (:). You will receive an error message when trying use a name with these characters. Names can contain spaces.
  3. To change the document category click Select a category.
  4. Click Check In or Save as Working Draft to save the changes.
The document file name is not editable in the Edit Document Properties page. To change the file name, save any changes you made in the Edit Properties page, then in the main library page, click on the down arrow next to the document name and click More Actions > Rename.