Edit properties of archived documents

Portfolio Service Document Archive" module

The properties of already archived documents can be changed on the "Document archive" worksheet. Proceed as follows:

1. Select the EDIT DOCUMENT PROPERTIES command in the context menu of the document (or several selected documents).
2. Make your changes in the "Edit document properties" dialog box that appears.
   

   

   
   The configurable properties correspond to the data that you can enter when archiving the documents: "Name", "Type" and "Comment". For more information on document types, please also read the section Create document types.

3. Save the changes with the "Save" button.

If you are editing several documents at the same time whose properties do not match, this is indicated in the dialog box as follows:

Changes are applied to all selected documents. The following applies: As soon as you have changed a data field in the dialog box at least once, this property is considered edited and is saved. This also applies if a field is completely "emptied".