Metadata applied to a document can be edited at the document level within the Document tab using the right-click functionality.


Step-by-step guide

  1. Right-click on a document and select Properties from the menu.
  2. Choose a Type (i.e., Documents) from the Type drop-down menu that applies to the document, and proceed to add or change the metadata associated with the document.
  3. Click on Apply to save any additions and changes.



NOTE: The ability to edit metadata depends on User permissions (Please contact Admin to discuss permission options).