PlantSight Enterprise Help

To Edit Document Properties

Follow these steps to edit a property of a document.
  1. Open Document Browser.
  2. In the iModel tree, navigate to and then select the P&ID Document node.
    Selected Class attributes appear in a grid.
  3. Select the document that you want to edit then do one of the following:

    Right-click the document then select Edit Properties.

    or

    Double-click the document that you want to edit.

    The document's properties details appear.
  4. Modify the properties as needed then click Update. Changes are moved to Unsaved Changes.
  5. Click Save ( ).
Parent topic: Document Browser