If you would like to view or modify document properties for a document, select the results-grid row of a document to modify followed by the Document Properties menu item from the Modify menu. Your left frame will disappear and the right frame containing the Document Properties will appear.

If any key icons are displayed next to a field, you may select the Perform key-field lookup link to perform a real-time field lookup. One or more of the fields will be updated.

If a Use Filing Rules checkbox is presented, you may choose whether or not the updated field information will cause the document folder and file name to also update.

When changing the document type, you will not be able to modify the fields until the document has moved.

Make the necessary changes to the document properties and then click when finished.

The Document Properties Frame