Brief Description
Editing document information is important because it ensures that the metadata remains accurate and up-to-date. Properly edited document information enhances searchability, organization, and traceability within Vault. It allows users to correct errors, update details as changes occur, and maintain consistency, which improves document classification, collaboration, and retrieval.
Role
This article is relevant for all registered users.
Instructions
Go to Vault.
Select a document. Note that editing the document information varies depending on the document.
If a document is directly uploaded to Vault, then you can edit the document information directly in Vault.
If a document is uploaded to a workspace, then you need to update the document status to Partially Signed first, before being able to edit the document information.
Documents directly uploaded to Vault
There are 2 ways to edit the document information for documents directly uploaded to Vault:
via Quick view
via Full-page view
Quick View
Click on a document to open the quick view. In the quick view, click Edit.
The document information drawer will appear. All available document information will be editable. To proceed with the changes, click Save.
Full-page View
You can also edit the document information from the full-page view.
The document information drawer will appear. All available document information will be editable. To proceed with the changes, click Save.
Documents uploaded to a workspace
In order to edit the document information of fully-signed documents uploaded to a workspace, the document status must be changed to Partially Signed first.
To do this, click a document that has a workspace. The quick view will appear. To change the document status, click Edit.
Select Partially Signed.
To confirm action, click Proceed. Note that the document will be removed from Vault.
To edit the document information, look for the workspace where the partially signed document is uploaded to.
There are 2 ways to edit the document information:
Edit via the document information icon
Edit via the document viewer
Edit via the Document Information icon
Click the View Document Information icon.
Click Edit.
The document information drawer will appear. All available document information will be editable. To proceed with the changes, click Save.
Edit via the Document Viewer
Click the document to open the document viewer. Then click Edit.
The document information drawer will appear. All available document information will be editable. To proceed with the changes, click Save.
