Editing a Document

Updated 5/2/2026
  1. Go to Administer Site > Documents.
  2. In the documents list, click the name of the document you want to update.
  3. Update any of the fields — name, category, file path, description, visibility, access type, or publication date.
  4. Click Save to apply your changes.

Note: Changes to Visibility and Access Type take effect immediately after saving.

Related Articles

Documents
Adding a Document
Add a document to the library by filling in name, category, file path, visibility, access type, and publication date, then saving.
Documents
Deleting a Document
Permanently delete a document from the Documents module, or use the Off visibility setting to hide it without removing it.
Documents
Document Visibility Options
Understand the three document visibility states - On, Off, and Hidden - and when to use each to control which members can see a document.

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Overview of the Documents Module Adding a Document Deleting a Document Document Module Settings Document Visibility Options Editing a Document Managing Document Categories
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