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
1

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.
2

Open Actions Menu

2. Open Actions Menu
  • Select the Actions menu button, located left of the Doc. Number.
  • The Actions menu opens on the left side of screen.
3

Select  >Document

 
Inside the Actions menu, select > Document            
4

Select Update Document

4. Select Update Document
  • Select Update Document...
  • The Update Document form opens.
5

Select Tabs

5. 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).
6

Select Update

6. Select Update
Select Update to finalize changes or Cancel to discard changes.