Editing File Settings
Click the dropdown for the file you want to edit and choose Edit from the list.
- Basic
- Name: Edit the file name
- Description: Add/edit a description for the file
- Replace: Replace the file with a new version
- Security
- Security level: Update the security level
- Security section: Add/Update the security section
- Document Overrides
- Overrides: Set overrides of document viewing
- Notifications
- Check the box to notify users with email notifications turned on when an update is made.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding Users
- Archiving Room (Admin Only)
- Branding
- Creating a Custom Login Email
- Deactivated User Search
- Delete a Folder
- Deleting a file(s)
- Document Viewer
- Document Viewer Overrides
- Downloading
- Editing a Folder
- Editing File Settings
- Editing Your Profile
- Email Room Users Notifications
- File Move/Copy
- Folder and File Naming Restriction's
- Folder Editing
- Folder Stucture Upload (Zip Upload)
- Folder Templates
- How to Clear Browser Cache
- Importing New Rooms
- PDF Upload Best Practice
- Print & Download User Settings
- Removing Encryption from a PDF
- Reports Data Rooms
- Resetting Your Password
- Searching for Files
- Security Levels and Security Sections
- Uploading Files
- User Search
- Watermarking
- Zip Upload
