Editing a Static Document Item

You cannot modify the uploaded document's contents after a static document item has been created. However, you can replace the document with either an updated version of the original, or a completely different document altogether. You can also give the document item a new keyword if needed.

Implementation:

  1. Switch to the Definition tab.
  2. Click to open the Manage Documents interface.
  3. Select the document item you want to alter.
  4. If the document is not already checked out to you, click Check Out Document.
  5. Click in the toolbar to open the Document Item dialog.

Alternatively, click Edit at the bottom of the window to modify the document's properties.

  1. (Optional) To replace the existing source document, click the ellipsis button ( ... ) and use the resulting file browser to locate and double-click the PDF you want to upload.

Changing the source file will not update your document item's Keyword automatically. This ensures that any references to the old keyword will continue to work even if you change the source file.

  1. (Optional) To change the document item's keyword, use the field provided to do so.

If you do change the document item's keyword, you will need to ensure any references to the old keyword are updated to match.

  1. Click Save to apply your changes and return to the previous window.