The Manage Library dialog box lets you add documents to an electronic library. Once a document is included in the library, the document is available to be attached to records. You can modify certain fields of a document.
From the Select Action menu, choose Attachments Library/Folders. The system displays the Attachments Library/Folders menu.
Click Manage Library. The system displays the Manage Library dialog box.
Add a File Document to the Library
Add a URL Document to the Library
Add a DMS Document to the Library
Click View Details
next to the record you want to modify. The system displays
the row details for that record.
Note: If necessary, scroll down to the bottom of the page to view all the fields in the Details section.
Modify the editable fields you want to change. Fields with a gray background are read only.
Click OK to save your changes.