Summary
This article walks you through how to update record properties.
Use Case
At Classics Inc., a contract manager notices that a supplier agreement has the wrong contract type. They open the record, change the property from “NDA” to “Supplier Agreement,” and save the update so the record is accurately reflected in reporting.
Permissions
| Features | Records |
| Permissions | You need Repository Edit permissions to update record properties. |
Update Record Properties
You can add, remove, or edit the record properties associated with a record. You need Repository Edit permissions to update record properties on a record.
- Click on the Dashboard tab, and then click on the record you want to update. The record’s preview pane displays.
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In the Properties section, click Edit.
- To edit an existing property, scroll down to the property you want to edit. Edit the property.
- To add a new property, click Add Property, then select the property you want to add. Enter the property value.
- To remove a property, scroll down to the property you want to remove. Click the trash icon next to the property.
- Click Save.
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