Introduction
Editing a Site Document involves updating various details such as the file name, owner, and status. If you are a staff member with "View Site Details" permission, you can only edit the documents you own. This process is done through the Client App, and there are certain features you can modify based on your access level. Below is a simple guide to help you understand how to edit Site Documents effectively.
When editing Site Documents, there are specific options and permissions that determine what you can or cannot change. These include document ownership, status updates, and settings. Certain features, like the Uploader Details, can only be edited by Superusers. Here’s a breakdown of what you can do:
Overview of the Process
To delete a Site Document, follow these steps:
1. Log in and navigate to Sites > Sites.
2. Select View Site to enter the site details.
3. In the Site Documents section, you can either go to Actions > View Documents or View Site Documents.
4. Select Manage > View / Edit next to the document.
5. Further more select Edit.
6. On the next screen: select Delete to have the document removed or tick the Not Required checkbox > Save Changes , to remove it from the document list if it is no longer necessary.
tick the Needs Updating checkbox if an update is required
tick the Not Required checkbox to remove it from the document list if it is no longer necessary
update the Version number
edit the Expiry Date if needed
change the document Description if needed
to apply the changes select Save Changes