---
title: "Working with Document Details"
slug: "working-with-document-details"
updated: 2026-07-30T17:21:55Z
published: 2026-08-11T11:57:45Z
canonical: "help.idibilling.com/working-with-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.

# Working with Document Details

Access to the Detail page for a Document is via the [OmniSearch](/v1/docs/document-search). The Document Details page lets you view general and historical information for the document.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82749(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A50Z&se=2026-11-14T11%3A58%3A50Z&sr=c&sp=r&sig=Jr1IT9Q4jxZorqVjsLGgigLEQZcdJx8DiPlH98KT8k4%3D)

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.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82759(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A50Z&se=2026-11-14T11%3A58%3A50Z&sr=c&sp=r&sig=Jr1IT9Q4jxZorqVjsLGgigLEQZcdJx8DiPlH98KT8k4%3D)

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

**More**

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

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82762(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A50Z&se=2026-11-14T11%3A58%3A50Z&sr=c&sp=r&sig=Jr1IT9Q4jxZorqVjsLGgigLEQZcdJx8DiPlH98KT8k4%3D)
- Edit certain details

**More**

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%3A58%3A50Z&se=2026-11-14T11%3A58%3A50Z&sr=c&sp=r&sig=Jr1IT9Q4jxZorqVjsLGgigLEQZcdJx8DiPlH98KT8k4%3D)
- Delete the document