Edit document data and records

To edit associated document-level indexing data for your content:

1. Select the appropriate document within the PSIsafe Desktop Cabinets browser.
2. Click Edit Document Data.

   The Edit Document Data window appears. In this window, you can see the existing document records that have been used as input or saved during the filing process.

3. In this window, multiple functions are available:
   • To add an additional record, click Add in the bottom left corner of the window.
   • Select the Allow Manager Changes check box to change the manager (file type associated with a program), if the content was filed under the wrong manager.

     For more information on configuring content manager, see Content Managers in the Tungsten PSIsafe Administrator Help.

4. The Record counter at the top of each section helps you to keep track of records that you are currently editing.

   After you complete your record, click Add to complete.

   If you want to close the record without saving, click Close.

Also, you can edit existing records by clicking the relevant field within the initial Document Data window. Here you can manually type required data, or select value from the list. To pull up a full editing screen, select the record and click Edit.