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.

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