Edit File Properties

You can edit a file's properties on the File page.

To edit file(s) properties:

  1. Click on the Name of the File.

The File page displays.

  1. Edit any necessary file properties.
    • Enter a new Title.

    In the upload section you can:

    To upload a new version of the file:

    • Do one of the following:
    1. Drag a file from your computer to the Upload section.
    2. Drop the file.

      The new version of the file is uploaded.

    Note: To revert to the previous revision of a file, click Revert to this Revision.

    1. Click Browse.

      The Open window displays.

    1. Locate the new version of the file you want to upload, and click the file.
    2. Click Open.

    The Download History shows all changes that were made to the file.

    Tip: You can view previous revisions at any time by clicking the File Name link.

    To limit access to a file:

    • Select the check boxes to the Group(s) you want to have access the file.

    Note: If this file is linked in another document, any access properties set will not be applied.

    To receive E-mail notifications whenever changes are made to this file:

    • Click .

    All project users who are in the list of Users Watching will receive an E-mail when changes are made to the file:

    To move the file to a different folder:

    1. Select the folder where you want to move the file.
    2. Click .

To embed a live document link directly in a PDF attachment, see Tag a PDF File.