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Jansen 2018

Update Document Metadata

This page describes how to update the document metadata (also called properties or attributes )in SPF.
This page assumes you have searched for and located the document you wish to update. Refer to Search for Documents.

Important Notes about the Update Document feature:

The Update Document feature updates a small subset of metadata that apply to the Master Document container. Refer to What is a Document.

Update Document Metadata

Verify Document Organization

Verify the document organization (org.).
You must be a member of the same organization as the document. If not, the Update Document option will not display in subsequent steps.

Open Actions Menu

Select the Actions menu button, located left of the Doc. Number.
The Actions menu opens on the left side of screen.

Select >Document

Inside the Actions menu, select > Document

Select Update Document

Select Update Document...
The Update Document form opens.

Select Tabs

There are three (3) tabs with document metadata, the current tab is indicated in blue and is underlined.
Select the desired tab and modify the required field(s).

Select Update

Select Update to finalize changes or Cancel to discard changes.