Editing, Deleting, and Downloading Documents - Document Library
- Go to Settings -> Document Library
- Select a document to edit
- There are two ways to edit
- Click on the drop down across the document and click Edit
- On the right side, where all of the document details are, click Edit
- Choose a replacement file, edit category, edit description
- Click Save
NOTE: Replacing a file will update all records with the updated file
Related Articles
Searching for Documents - Document Library
Go to Settings > Document Library In the Search section, choose either "Document Name" or "Description" to search by Enter a value and click the magnifying glassSorting and Filtering Documents - Document Library
Go to Settings > Document Library Click on Filter for any of the columns that has a Filter icon Enter a value and click FilterAdding Documents from Different Modules - Document Library
All modules will allow you to mass upload multiple files “Add From Library.” All files directly uploaded from a specific module as an attachment using “Select File” or “Add URL,” will be added to the Document Library. Go to any module Click on an ...Add Attachments and URLs Using the Document Library - Document Library
Aside from adding attachments to their site's records, users have the ability to add documents directly to the Document Library. You can add files or URLs by following the steps in this article. Navigate to the Document Library To navigate to the ...Viewing Document Records - Document Library
Go to Settings -> Document Library Click on a specific record On the right hand side, the attached records will display (the links are clickable and will go to the record)