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Edit Settings for an Uploaded Document

Use the EDIT FILE window to rename an uploaded file or change who can view it, without having to delete and re-upload it.

Steps

  1. Click on the Features tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Documents tab.
  3. Click the folder that contains the file you want to update.
  4. Find the file’s row and click the gear-shaped Settings icon in the Actions column.
  5. In the EDIT FILE window, update the file’s name and/or visibility (see below).
  6. Click Save to apply your changes.

What You Can Change

  • File name — the text field holds everything before the file extension; the extension itself (like .pdf or .jpg) stays fixed and can’t be edited.
  • Visibility — the same Viewable By Public, Viewable By All Members, and committee/tag options available when uploading a file, described in Create a Folder.

Reminder: A file can be equally or more restrictive than the folder it’s in, but never less restrictive — for example, a file inside a Members-only folder can be Admin Only, but it can’t be made public.

To exit without saving, click Cancel, press Esc, or click the X in the top right corner. To permanently remove the file instead, click Delete File — see Upload Contents to or Delete Contents from a Folder.