Edit Name and Profile

Overview

The Edit Name and Profile command allows the user to update the profile on documents, workspaces, or folders within iManage.

Options

Right-click Edit Name and Profile to update details on the record.

Available options will be based on the metadata configured in the layout forms, and available metadata on the folder/workspace/document.

Click Submit when completed.

Permissions

Permission

Description

Permission

Description

View profile

Enables the user to view the profile of documents/workspaces/folders/directory.

View bulk profile update

Allows to make a bulk profile update job.

Related Topics

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