Documents

Store and manage all of your documents

Edit Document Fields

Editing Documents

If you need to edit information (a field) on a document, navigate to and open the document and select the Edit icon {Edit icon} on the Document Information panel.

Note that the system populates some fields automatically based on the document type and not all fields are editable. Moreover, if the Edit Fields button isn’t displayed, your system role doesn’t have permission to edit the document or to edit the document in a particular state. See the SiteVault Permissions Visual Map for more information.

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