Manage Document Details and Versions
The Details page is the home for one document: metadata, linked entity, version family, audit timeline, reminders, and signature requests (when your role allows).
What you can review
- Metadata and linked entity
- Category information
- Version history
- Audit logs
- Reminder rules (if allowed)
- Signature requests (if allowed)
Typical actions
| Action | What it does |
|---|---|
| Open / Download | View or save the current file |
| Upload version | Add a new current version; older versions stay in the lineage |
| Edit metadata | Change title, dates, tags, and related fields |
| Approve | Mark the document approved |
| Reject | Reject with a reason |
| Archive | Move the document out of active use |
| Delete | Remove the document (needs delete permission) |
Upload a new version
- Open the document Details.
- Choose Upload version.
- Select the new file and save.
The latest file becomes current; previous versions remain in history so you can still see what changed.
:::warning Delete carefully Delete removes the document record for users with delete permission. Prefer Archive when you only need to retire a file from day-to-day use. :::