# Edit, copy or delete a document

Open the document and click Edit to change its file or details. Use the actions button to copy it or delete it. A deleted document goes to the trash, where you can restore it.

## 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](https://www.skileo.com/help/en/restore-deleted-items).

## 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

### Do the people it is shared with see my changes?

Yes. They always see the document as it is now. People you add get an e-mail, see [Share a document with an employee or a candidate](https://www.skileo.com/help/en/share-a-document).

### Can I remove the file without adding a new one?

No. A document needs a file or a link. Add the new one before you save.

### What if I leave the edit page without saving?

Skileo asks if you want to discard your changes.

### Do I get the document back if I delete it by mistake?

Yes. Open “Trash” in the menu and restore it. See [How the trash works](https://www.skileo.com/help/en/how-the-trash-works).

---
https://www.skileo.com/help/en/edit-copy-or-delete-a-document · Updated: 2026-11-02