Editing a document

Document metadata is edited in the File details dialog, opened from the gear menu on the document detail view. It appears for users with edit permission on the document.

What can be edited

• Name, description, and short description.
• Folder — moving the document is done by entering the target folder ID (a raw numeric field, not a picker).
• Time sensitive flag with valid from / valid to dates — this is what drives expiry labels, the prices current/pending split, and expiring-document filters.
• Tags.

• Related entity — the deal/company/document/calendar the file belongs to, via ID and type fields.

• Status — active / pending / moderation / archived / rejected (the same lifecycle used by the approval flow).

• Prevent download — blocks download for everyone except admin role holders.

Saving updates the document and re-indexes it, so search and library views reflect changes immediately.

Not in this dialog: starring (the star button on the detail view), archiving (gear menu, admin role), replacing the file (Upload new version, which overwrites in place with no history), and the document's permissions (the ACL dialog, which needs delete permission).

If it fails

• Changes to the related entity didn't stick — see the warning above; set the ID and type fields directly.
• The dialog isn't offered — you lack edit permission on the document (capability flags come from the document's ACL).

Related pages

• The document detail view
• Managing document folders
• Approving documents