Edit Document

This Help topic refers to the following editions:

þ Enterprise þProfessional þ Personal þ Small Business

 

From the DocuXplorer Desktop, Document List View:

 

To edit document index information;

Or

Tip:

The highlighted record will change to yellow if a user is allowed to edit index data, or red if the document is checked out, or if the user does not have permissions to edit index data.

 

To edit a document attachment;

 

Image or Index Information Only Document

Double clicking on this type of document will open it for viewing and editing in the Document Window.

 

Tip:

Only image document attachments may be edited in the DocuXplorer Document Window.

 

Attachment Document

Double clicking on this type of document will open the document attachment’s associated program (i.e. Microsoft Word, Excel, Acrobat Reader, Acrobat, etc.) to view and edit the document.

 

Tip:

Attachment documents cannot be edited in the Document Preview Window. You will need the full version of Adobe Acrobat to edit PDF documents.

 

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