Editing a Document
Use case scenarios in editing a document can be to:
• Add, remove, or edit primary content.
• Change the primary content source and type related attributes.
• Change the document attributes.
• Add, remove, or edit attachments and related attributes.
• Check in the document.
Edit a document using the following methods:
• Select Check Out and Edit from the actions menu of the Folder Contents table.
• Select Check Out and Edit from the right-click actions menu in a table row.
• Select Edit from the right-click actions menu in a table row if you have already checked out the document.
• Select Check Out and Edit from the actions menu on the information page of a document.
• Select Edit from the actions menu on the information page of a document if you have already checked it out.
• The toolbar, Attach New Software File
in the Attachments table.
• The toolbar, Attach New Local File
in the Attachments table.
• The toolbar, Attach New URL
in the Attachments table.
• The toolbar, Attach New External Storage
in the Attachments table.
• The toolbar, Remove Selected Objects
in the Attachments table.
The Edit window divides the editing of a document into the following steps:
1. Set Attributes—Attach, replace, or remove primary content and define descriptive attributes for the document and its primary content. See
Creating a New Document for more information on the
Set Attributes step.
| A preference setting controls whether you can edit a document or remove primary content from a document. |
2. Set Attachments—Add, remove, or edit any attachments meaningful in the context of this document that would never be checked in or checked out on their own. See
Creating a New Document for more information on how to manage attachments. You can also access the online help from the
Attachments table.
If Save appears, you can click it to save your changes to the working copy of the document without checking it in. In this case, the Edit window closes and the document remains checked out.
Alternatively, click Check In. The Check In window opens. You can add comments on the changes made to the document, and keep it checked out.
