Modify a document reference
Use the Edit Document Reference command to modify the source and description of a document in Document Index.
- In the Document Index - By Category dialog box, select the document that you want to modify.
- Click Edit Document Reference.
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In the Document Reference Details dialog box, do any of the following:
To
Do this
Change the source or description of a file
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Click Filename.
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In the File Details dialog box, select a new source company and contact person for the file.
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Adjust the description.
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Click Save
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To close the File Details dialog box, click the Close button (X) in the upper-right corner.
To change the description of the entire document reference
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Adjust the description.
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Click Save
Note that entering a description in the Document Reference Details dialog box will override the file description that you entered in the File Details dialog box. To have a different file description, see Change the source or description of a file.
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- To close the Document Reference Details dialog box, click the Close button (X) in the upper-right corner.