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Editing Documents

How to Edit Documents | Edit existing documents in the Documents module.

Prerequisites: Users require at least one of the following:
  • Users require moderator+ permissions for the module or module folder to complete this task.
  • Users require contributor+ permissions for the module or module folder and must be the item creator to complete this task.
Use the Edit Document view to replace the existing file and edit a folder's name, description, categories, sharing permissions, notifications, and restrictions.
To edit a document:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > [name-of-document-module] > [name-of-folder].
  3. Click Edit in the document's table row.

    Edit Document
    The Edit Document view displays.
  4. Change the document name in the Name field.
  5. Optional: Enter the document description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
    Note: Click Manage Fields to add, remove, or edit fields that display in this view. See Field Management for details.
  6. Drag or click to upload the new file from your computer to the File field to replace the existing document file.
    Note: Cartella saves previous versions of the file. See Restoring Previous Versions for details.
  7. Optional: Select or clear categories to associate with the document.
    Note: Click Create New Category to create categories to classify content. See Creating Categories for details.
  8. Select a sharing permission in the Sharing drop-down list. Choose one of the following:
    Sharing Permission Description
    Inherited

    Inherits the sharing level from its parent folio.
    Public

    Allows anyone to see the folder and its contents, including viewers who are not logged in to Cartella.
    Logged In Displays the content only to logged-in users.
    Specific Groups and Users

    Displays the content only to selected groups or individual members.

    Note: If you select this sharing level, select the specific users and groups.
    Private

    Displays the document only to the creator.

    Connections

    Displays the document only to user connections of the creator.

  9. Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications.
    Note: The checkbox toggles back to cleared after saving.
  10. Select or clear restrictions.
    Restriction Description
    Read Only Prevents everyone except administrators from editing content.
    Note: Users can view the Read-Only document.
    Locked Prevents users from creating sub-items or comments.
    Note: Users can view the locked document.
    Auto Approve

    Automatically approves all sub-items and lower-level items of the document.

  11. Click Submit.
    Cartella saves the document edits.

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