Editing document information

You can edit document information.

Note: If the document has been signed, the document information cannot be edited. You may still attach the document to more sources, but you will not be able to edit the reference date, document type, description, and note.

To edit document information

1.   From the Document Tree, select the document that you want to edit.

2.   In the Document Center, from the Edit menu, click Document Information.

The Document Information dialog box appears.

3.   Make the necessary changes to the Reference Date, Document Type, Description, and Note.

Note: To edit the attachments for this document, see Modifying document attachments.

4.   To save your changes and return to the Document Center, click OK .