Add or Edit a File Description in the Company Level Documents Tool

Objective

To add or edit the description of a file stored in the Company level Documents tool. 

Things to Consider

• Required User Permissions:
  • 'Admin' permissions on the Company level Documents tool.

Steps

1. Navigate to the Documents tool.
2. Hover over the file you want to update the description for. 
3. If the Info panel is not already open, click the info  icon. 
4. Click into the Description field. 
   
5. Enter or edit the description in the text box.
   Note: You can enter an unlimited number characters. However, a best practice is to keep descriptions short so that they can be easily read on the page. 
6. Click out of the field to save your changes.

See Also

• Manage Permissions for Files and Folders