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Editing a Document

Required role | You must be a matter administrator or a matter editor to edit a document or its profile page.

Edit a document profile from matter-level documents

  1. Select
    Matters
    >
    Matter list
     in the left navigation.
  2. Click a matter to open it, then click the
    Documents
     tab.
  3. Do one of the following to open the document details panel:
    • Double-click the document in the list.
    • Right-click the document then select
      View Details
      .
  4. Click
    Edit
    .
  5. Make your changes.
  6. Click
    Save & close.

Edit a document profile from the Library

  1. Click
    Library
    in the left navigation.
  2. Find the document you want to edit and click the document name to open the document details panel.
  3. Click
    Edit
    .
  4. Make your changes.
  5. Click
    Save & close.

Edit and replace a document file attachment

Before you replace an attachment for a document, be sure the document has been set up to allow attachment replacements. In the document header details, the Allow File/URL to be Replaced field must be set to Yes.
Alternatives to uploading a file
Instead of uploading a file, you can specify a URL or network address (for corporate networks) for an online document, or the location (such as a filing cabinet) for a physical document.
If you enter a corporate network address, only users on that network can view the document.
  1. Select
    Matters
    >
    Matter list
     in the left navigation.
  2. Click a matter to open it then click
    Documents
    .
  3. Find the document with the attachment that you want to replace.
  4. Download the attachment using either of these methods:
    • Double-click the document in the list to open the details panel, then click the
      File Attachment
       link.
    • Right-click the document then select
      Download
      .
  5. Save the attachment.
  6. Edit the attachment as needed, and save.
  7. Follow steps 1-3 above to return to the Document Details panel.
  8. Click
    Edit
    on the details panel toolbar, then use the
    File Attachment
     field to locate the attachment file you updated. If you don't see a
    Browse
     button below this field, the document is not set up to allow attachment replacements. The
    Allow File/URL to be Replaced
     field in the document header details must be set to
    Yes
    .
  9. Click
    Save & close
    , then close the document details panel by clicking the
    X
    on the upper-right corner.

This article applies to:

  • Product: Legal Tracker
  • Subject: Documents
  • Audiences: Company