If you need to review the specific properties of a file, preview its contents, or update its record, such as changing its privacy status or document type, you can easily manage existing files directly from the main list.
View Document Details
To review the current information saved for a specific file:
Select a Document: From your main Documents list, click directly on the hyperlinked Name of the file you want to review.
Review the Panel: A side panel titled Document details will open on the right side of the screen. Here you can review the captured data, including the Name, Type, Private status, Issuance date, Valid from/to, and the Record details (who created/updated it and when).
Preview the File: To look at the actual document without downloading it, click the Preview button (an eye icon) located in the top right corner of the panel.
This will open an in-app viewer for your document.
You can click Open in new tab in the top right if you want to view it in a separate browser window, or click <- Back to details in the top left to return to the data panel.
Edit Document Details
If a document's details change or if information was entered incorrectly during the initial upload, you can modify the record:
Enable Editing: While viewing the Document details panel, click the Edit button located in the top right corner.
Modify the Fields: The form fields will become interactive. You can now update the details.
Save Changes: Once all your updates are complete, click the black Save button in the top right corner of the panel.
Confirmation: A green confirmation message reading Document modified will appear in the bottom left corner, confirming your update was successful. The panel will refresh to display the newly updated information.
