To edit a document already added in the documents resources, follow these steps:
- Go to Documents > Documents Resources
- Click on the gear icon at the top right to access the configuration of this module
- Find the document to modify and click on edit
What modifications are possible for a document?
You can make the following changes to your document:
- Modify the description
- Change the category: select a new category for the document using the appropriate dropdown menu.
- Enable or disable visibility: Choose to show or hide the document for employees by enabling or disabling the show option.
- Delete an attachment: If necessary, delete an attachment by clicking on the trash icon next to it.
- Add a new file: Upload a new file to replace the old one in the attachments section. You can also drag and drop the file directly into the designated box.