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How do I change a documents description or password?

Updated over 2 weeks ago

Changing a document description

  • In Access Document Manager, double-click the Cabinet, Drawer, and then the Folder containing the Document.

  • Right click on the Document you wish to change.

  • From the Drop-down menu, click Details.

  • On the Document Details window change the description in the Description field and click Save and Close.


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NOTE: Changing a Document's name through the Details window will change the document name in the file system.

Changing a document password

  • In Access Document Manager, double-click the Cabinet, Drawer, and then the Folder containing the Document.

  • Right click on the Document you wish to change.

  • From the Drop-down menu, click Details.

  • On the Document Details window click Password.

  • On the Add Password to ... window, enter and confirm the new password and then click OK.

  • On the Document Details window click Save and Close.

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