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Editing Documents

Navigating: From the registry row menu ("Edit Document") or the document detail page header.

Who can edit: Only the document creator or a Document Controller.

Editable Fields

  • Title
  • Reference Number
  • Document Type (changing the type clears all existing type-field values)
  • Document Type Fields (re-filled based on the new or existing type)
  • Custom Fields
  • Stage (Open or Closed)
  • Tag

WARNING

Files cannot be changed through the edit page. To update files, create a new revision.

Document edit form