Edit, copy or delete a document

Edit a document

1. Open the document from Documents.
2. Click Edit at the top.
3. Change what you need: the file, the title, the type, the people, the options.
4. Click Save.

In the list, you can also click the actions button (⋮) at the end of the document’s line and choose Edit.

The tags and the expiry date can be changed straight from the document’s page: click Tags or Expires at the top.

Replace the file

A document holds one file. On the edit page, click Replace file next to the file, or drop the new file on the page. Then click Save.

If the title is still the old file’s name, it changes to the new file’s name. A title you wrote yourself stays.

To swap the file for a link, remove the file and click Add a link instead.

Copy a document

1. Open the document.
2. Click the actions button (⋮) at the top right and choose Copy.

The copy has the same title followed by “Copy”. It has a copy of the file, the same type, tags and expiry date. It belongs to you, and it is associated with nobody.

Delete a document

1. Open the document.
2. Click the actions button (⋮) at the top right and choose Delete.
3. Confirm with Yes, delete it!

The document goes to the trash. You can restore it from there, with its file. See Restore a deleted item.

Copy or delete several documents

1. In the list, tick the box in front of each document.
2. Choose Copy or Delete in the bar above the list.

Who can do this

The Business owner, and every Member with the Write permission on Documents. With Read only, a Member can open documents but not change them.

Common questions