Update Metadata of an existing Document

Roles: Editor, Reviewer, Admin Plans: Starter, Pro, Advanced, Enterprise

About this task:

Update the metadata choices of an existing Document to reflect any changes in the documentation files or their confidentiality level.

Instructions

  1. Arrow pointing to the right. Go to the Product Explorer and open your product.
  2. Arrow pointing to the right. Go to the revision panel Clock with curly arrow..
  3. Arrow pointing to the right. Find the Document you want to manage and select it.
    Use the grouping buttons to sort your Documents by DocumentType or Component.
    The Document is opened in the revision panel.
  4. Arrow pointing to the right. Scroll down to the metadata panel.
  5. Arrow pointing to the right. Click "Edit .
  6. Arrow pointing to the right. Edit as necessary:
    1. Arrow pointing to the right. Open the dropdown menu and select the new or additional DocumentType.
    2. Arrow pointing to the right. Open the Components dropdown menu and select the new Component.
    3. Arrow pointing to the right. Open the Confidentiality Levels dropdown menu and select the newConfidentiality Level.
  7. Click "Done".
    The new metadata values are applied to the Documents in all languages that share the metadata choices.