Editing Document Information

1. On the object’s “Object Library” tab

• • Select the folder containing the document whose information you wish to view or edit

2. In the folder

• • Select  the three-dot icon on the right-hand side of the document

3. Functionalities

• The document management view is opened

  • Select “Manage Document Information”, if you want to manage information

  Here, you can also move a document to the recycle bin by selecting “Move to Recycle Bin”
  There is a separate guide for the Recycle Bin: “Recycle Bin”

4. Edit document information

• In this view, you can:

  • Edit the document’s name by selecting the pencil icon
  • Add an additional date to the document under “Additional Date” to support your search or to mark
  • You can also add keywords to the document to support your search by selecting “Add Keywords”

5. Select an additional date

• This will open a calendar view where you can make a selection. The function is optional

6. Manage your keywords

• You can manage the keywords associated with your document. These keywords can later help you search the Object Libraryn

  Finally select "SAVE"

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  There is a separate guide for how to search: Search

  There is a separate guide for managing
  your own keywords: My Keywords