Editing document properties

If you have the access that allows you to change a document, you can use the properties box to change the document's title, description, and type, and to create and restore versions of the document.

1. In your places list, open the place that contains the document.
2. If you have not already checked out the document, right-click the document, then click Check Out.
3. Right-click the document and click Properties.
4. Edit the title and description.
5. To change the document type, click Change and perform the following steps:
   1. In the Showing box, perform one of the following actions:
      • To list only the types of documents available on your local system, select Local Document Types.
      • To list only the types of documents available in the selected place, select Shared Document Types.
      • To list the types of documents available both locally and in the selected place, select All Document Types.
   2. Highlight in the list the document type you want to change to and click OK.
      Tip: Next to Find, type the first few characters of a document type to highlight it quickly in the list.
      Note: You can only select a document type from the current place. Do not select a document type from another place.
6. To work with versions of the document, click the Versions tab, and click OK when you are done.
7. Click OK to close the properties box.
8. In the confirmation window, click OK to change the document type.
9. To check in your changes, right-click the document in the places list and click Checkin.