View and update EMDoc properties

Note: To edit EMDocs, you must have at least Edit access rights to the "Documents" section and the respective folder containing them (see "Roles, access levels, and access rights").

Follow the instructions below on how to view and update EMDoc properties.

1

Click Documents in Home menu, this will open the "Documents" section.

2

Hover over the EMDoc you want to edit and choose Properties from the dropdown list, this will open a sidebar.

3

In the sidebar you can update the following EMDoc properties:

Name: Click the blue placeholder at the top and update the name of the EMDoc.
Star: Mark and unmark the EMDoc as your favourite.
Description: Click into the text area to update the EMDoc description.
Tags: Update or add tags for the EMDoc.
Linked Items: Link items to the EMDoc.

Note: If you want to move the EMDoc, click the "Move to" icon in the path indicator at the top of the sidebar and select "Home" or the desired parent folder:

4

To save your changes, click Save Document at the bottom of the sidebar.

Note: In a sidebar you can also click Copy Link and share this EMDoc with other EMDESK users.

Note: Read how to create or delete an EMDoc in the "Documents" section.