Edit a Secure Document

Add information about your secure documents.
Add secure documents, browse, and select upload to store files in the Vault.

To edit a secure document, follow these steps:

  1. Click on a secure document to open it. When you do so, the document appears with a list of the associated file or files.
  2. Click on the Edit button. The secure document's entry fields appear.
  3. Edit the secure document's information as desired. You can change text, add keywords, and add or remove files from the document. Refer to the instructions in Create a New Secure Document for details. Note that adding a new file to the upload automatically saves the document and returns you to the document's list of files, as shown above.
  4. When you have completed the edits, click on Save. The program returns you to the secure document list, at which point you can:
    • Open a file for viewing by clicking on the file name or its icon.
    • Return to the main Secure Documents view by clicking on the Back button.
    • Remove the secure document entirely by clicking on the Delete button.
    • Make additional edits by clicking on the Edit button.