Each document card has three tabs:
- Tasks - review existing tasks or add new tasks associated with the document.
- Conversations - review existing conversations or add new conversations associated with the document.
- Details - review the document file name, description, and date of last update.
How to Edit your document
Once you have selected a document, you can edit the document by selecting Edit from the ellipses menu at the top of the document card. This will allow you to do the following:
- Edit document title or document details
- Upload a new version of the document
- Archive the document
- Change the access settings of the document
You can also download the document by selecting Download from the ellipses menu.