You can modify the source and description of a document in Document Index.

1. To access Document Index, do one of the following:
   • In Advance Bill, Estimating, Project Management, Production Control, and Purchasing, open the module and click Document Index/Doc Ind or press F8.
   • In Inventory, go to the Inventory ribbon tab and select Document Index.
   • In Order Entry, go to the Order Entry ribbon tab and select Document Index.

   For Advance Bill, Project Management, and Production Control, you are asked to select if you want to open the Document Index dialog related to linked jobs.

   The Document Index - By Category dialog opens, displaying the documents referenced from the selected category. If a filename is highlighted in red, it indicates that the file cannot be found.

2. Select the document that you want to modify.
3. Click Edit Document Reference.
4. In the Document Reference Details dialog, do any of the following:

   To	Do this
   Change the source or description of a file	Click Filename. In the File Details dialog, select a new source company and contact person for the file. Adjust the description. Click Save To close the File Details dialog, click the Close button (X) in the upper-right corner.
   To change the description of the entire document reference	Adjust the description. Click Save Note that entering a description in the Document Reference Details dialog will override the file description that you entered in the File Details dialog. To have a different file description, see Change the source or description of a file.

5. To close the Document Reference Details dialog, click the Close button (X) in the upper-right corner.