4.4.3.1.2. Viewing and Editing Document Properties (Metadata)

SharePortals allows you to edit certain properties of any document associated with a record.

To do so, first click the Documents tab in the record’s overview, and then click the Actions dropdown at the right hand side of the document you want to edit.

From here select the action you want to take; in this example we will enter the preview screen.

In the document preview, you will see two buttons at the top-right, Edit Properties and Edit Document. Click Edit Properties, which will display a window allowing you to modify the document title: