Configure the properties of a document or file

After you have uploaded a document or file, you can configure various properties.
To do this, perform the following:

  1. To edit and add details to an already uploaded document or file, on Documents & Files page perform one of the following:
    • Click the document or file you want to edit.
    • Click the Actions link of the respective document or file and then click Edit Properties.
    • The Edit properties page appears.

      NOTE: In the right of the page you can see the current status of the document or file that you have opened for editing. You can also see the author, the time and date of the last update, the publication date, and a link to all existing versions of the item.

  2. Change the title, by entering the new title in Title input field.
  3. By clicking change-image, you have the following options:
    • Click Open the file to download the file to your computer.
    • Click Replace the file to change the file with another file.
      1. Drag the file, you want to upload or click Select document or other file from your computer.
      2. Browse your computer to find the file you want to upload and click Open.
        The file name appears.
    • If you have more than one languages on your site, you can choose to display different files in different languages.
      To do this, click Use another file for this translation and select one of the following:
      1. One of the files that are used in other translations of this media content item.
      2. or upload another file for this translation
        Drag the file that you want to upload for this translation or click Select document or other file from your computer. Browse your computer to find the file you want to upload and click Open.
        The file name appears.
  4. Change the library, which the document or file belongs to, by clicking Change button and selecting the new library from the dropdown box that appears.
  5. Change the categories and the tags, which the document or file is assigned to, by clicking Categories and tags.
    For more information, see Add categories and tags to content items.
  6. To add details to the document or file, click Details.
    The following input fields appear:
    • Author
      Enter an author of the document or file.
    • Description
    • Other details
      You can enter additional information about for the document or file.
  7. By clicking Advanced, you can change the following:
    • The automatically generated URL of the media content item
      To change it, click Change and enter a new URL name.
    • Configure additional URLs for the media content item.
      1. Select Allow multiple URLs for this item... checkbox
      2. Enter the URLs one per line, using the following convention /docs/<URL name>
      3. If you want all the URLs that you have entered to point to the default URL of the file, select Additional URLs redirect to the default URL checkbox.
        If you uncheck the checkbox, each URL will display the media content item without redirecting.
    • The automatically generated URL of the file.
      To change it, click Change and enter a new URL name.
    • Configure additional URLs for the file.
      1. Select Enable multiple URLs for this file... checkbox
      2. Enter the URLs one per line, using the following convention /docs/<URL name>
      3. If you want all the URLs that you have entered to point to the default URL of the file, select Additional URLs redirect to the default URL checkbox.
        If you uncheck the checkbox, each URL will display the file without redirecting.
  8. If you have added any custom fields for documents and files, all created fields appear after the Advanced sections.
    Using custom fields, you can, for example, add a custom field Last updated on… to the document or file.

    IMPORTANT: Some of the above fields may not be displayed when you edit the properties of a document or file, because they have been hidden.

    For more information about creating custom fields and hiding default fields, see Overview: Custom fields.

  9. To check the content types or pages, which the file is related to, in the right pane, click Items linking to this item.
    You can see a list where the file is used as Related media.
    For more information, see Add a Related media custom field.
  10. Before you finish editing the document or file, you can preview it by clicking the Preview button in the toolbar. 
    The document opens in its default page. If there is no default page, it means the document is not displayed anywhere on the site and you cannot preview it.
    To see which the default page for the document is, expand Pages in the right side. The page on the top of the list is the default page. For more information about viewing and setting default pages, see Locations of content items: Canonical URLs.
  11. When you are finished, click Publish.
    If you have a workflow installed on your website, you can have different options. For more information, see Actions available in a workflow.

    If you are editing a published blog post, the system saves a draft of that post, but the published version is still visible on the webpage. To see which version is the currently published one, see Revision history for content items.

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