How Do I Edit a Document or File?

How do I edit a document or file?

1. Log in to your DocuGuardian account

2. In the menu, select My Vault:

3. Click on the vault folder where the relevant file is stored:

4. Select the appropriate folder:

5. Select the file you want to edit:

6. In the Overview tab on the right, select Edit to change the file name:

7. Type your desired file name in the box:

8. Click anywhere on the screen outside of the box in which you just edited or press Enter on your keyboard to save the new file name.

9. Select Details tab:

10. Select Edit:

11. Type any or all of the information you choose in the fields below (Note: Fields will vary based on Document Type):

12. Select Save Changes.