Modifying General Properties of Individual Documents

This section describes how to use the Document Properties, Modify Document, and Rename Document dialogs to modify general properties of documents one document at a time.

Tip: You cannot change the name of the file attached to the document if the document is locked (currently checked out or exported).

Related concepts
Modifying General Properties of Multiple Documents Simultaneously Assigning Workspaces Profiles to Folders and Documents

To Change a Document's Name, Using the Rename Document Dialog

Select a document.
Select Document > Rename.
The Rename Document dialog opens.
(Optional) If you want the file name to match the document name, turn on the check box to the right of the Document Name field. Otherwise, turn off this check box so that your changes to the document name do not affect the file name.
In the Document Name field, change the name of the document.
Click OK.

To Change a Document's Name, Using the Document Properties Dialog

Select a document.
Select Document > Properties.
The Document Properties dialog opens.
(Optional) If you want the file name to match the document name, turn on the check box to the right of the Document Name field. Otherwise, turn off this check box so that your changes to the document name do not affect the file name.
In the Document Name field, change the name of the document.
Click Save.

To Change a Document's Name, Using the Modify Document Dialog

Select a document.
Select Document > Modify.
The Modify Document dialog opens.
(Optional) If you want the file name to match the document name, turn on the check box to the right of the Document Name field. Otherwise, turn off this check box so that your changes to the document name do not affect the file name.
Do one of the following:

In the Document Name field, change the name of the document.

or
To define the document name using variables, place your cursor in the Document Name field and click the arrow to the right of the field. From the list of property variables that opens, click a variable to insert it wherever your cursor is placed in the Document Name field.
Click OK.

To Change a Document's Description, Using the Rename Document Dialog

Select a document.
Select Document > Rename.
The Rename Document dialog opens.
In the Document Description field, change the description of the document.
Click OK.

To Change a Document's Description, Using the Document Properties Dialog

Select a document.
Select Document > Properties.
The Document Properties dialog opens.
In the Document Description field, change the description of the document.
Click Save.

To Change a Document's Description, Using the Modify Document Dialog

Select a document.
Select Document > Modify.
The Modify Document dialog opens.
Do one of the following:

In the Document Description field, change the description of the document.

or
To define the document description using variables, place your cursor in the Document Description field and click the arrow to the right of the field. From the list of property variables that opens, click a variable to insert it wherever your cursor is placed in the Document Description field.
Click OK.

To Change a Document's File Name, Using the Rename Document Dialog

Select a document.
Select Document > Rename.
The Rename Document dialog opens.
Turn off the check box to the right of the Document Name field.
In the File Name field, change the name of the file attached to the document.
Click OK.

To Change a Document's File Name, Using the Document Properties Dialog

Select a document.
Select Document > Properties.
The Document Properties dialog opens.
In the Document section, turn off the check box to the right of the Name field.
In the File section, click Advanced > Rename.
The Rename File dialog opens.
Change the name of the file attached to the document.
Click OK.
Click Save.

To Change the Version Label for the Active Version of a Document

Select the active version of a document.
Select Document > Properties.
The Document Properties dialog opens.
In the Version field, change the label.
Click Save.

To Change a Document's Associated Application, Using the Document Properties Dialog

Select a document.
Select Document > Properties.
The Document Properties dialog opens.
From the Application list, either select an application or set the application to <none>.
Click Save.

To Change a Document's Associated Application, Using the Modify Document Dialog

Select a document.
Select Document > Modify.
The Modify Document dialog opens.
From the the Application list, either select an application or set the application to <none>.
Click OK.

To Change a Document's Department, Using the Document Properties Dialog

Select a document.
Select Document > Properties.
The Document Properties dialog opens.
From the Department list, either select a department or set the department to <none>.
Click Save.

To Change a Document's Department, Using the Modify Document Dialog

Select a document.
Select Document > Modify.
From the Department list, either select a department or set the department to <none>.
Click OK.