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Edit Document#

🔒 Document.Edit

Overview#

This operation is used to Edit a Document.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Document exists in the system.

Sequence of Steps#

The Edit Document wizard can be called from the Document page within the Business Data Group.

Step 1: General Data#

All non-system properties can be changed in this wizard.

The name of the Document cannot be altered.

Screenshot showing a general data editing interface.