Working with Document Details

Access to the Detail page for a Document is via the OmniSearch. The Document Details page lets you view general and historical information for the document.

From the Details page you can also:

• Replace the document

  More

  To replace a document, click on the Replace control in the upper left corner.

  

  This displays the Windows Open File dialog for finding and selecting the replacement file.

• Download the document

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  Clicking the Download button in the upper right corner opens the document in a new tab.

  

• Edit certain details

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  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.

    

• Delete the document