---
title: "Editing Document Details"
slug: "editing-document-details"
updated: 2026-08-11T11:58:11Z
published: 2026-08-11T11:58:11Z
canonical: "help.idibilling.com/editing-document-details"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing Document Details

Clicking the **EDIT** button enables these fields for editing:

- Document Name
- Confidential check box
- Notes
- Document Link

It also provides **SAVE** and **CANCEL** buttons to let you save or cancel out of any changes you make.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82765(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A58Z&se=2026-11-14T11%3A57%3A58Z&sr=c&sp=r&sig=SOYJiBPj%2Bj1%2BYs5x5f%2FQfZ%2FcDzqtJkFXfFJjowPKdoo%3D)