This guide explains how to edit or update an existing document, including replacing the file, changing categories, or modifying access permissions. For an overview of the feature, see [Documents Overview](./Documents%20Overview.md). ## Prerequisites - You must have permission to post and manage documents. - The document you wish to update must already exist on the Documents page. To create one, see [Create a Document](Create%20a%20Document.md). ## Steps to Update a Document 1. Navigate to the **Documents** page. 2. Locate the document you want to update. Use the search box, category filter, or sort options if needed. 3. Click the **settings ![[gear.png|22]] icon** next to the document. 4. Select **Edit**. 5. Modify any of the following settings: - **File** — Choose a different file to replace the current upload. - **Categories** — Add new categories or remove existing ones by clicking the `x` next to a category name. - **User Groups** — Add or remove User Groups to change who can view the document. - **Public** — Toggle the checkbox to publish or unpublish the document on the public-facing website. 6. Click the **Save** button. The document is updated immediately. Category changes take effect right away — for example, removing the "General" category means the document will no longer appear when filtering by "General", but will still appear under any remaining categories assigned to it. ## Tips - Removing a category does **not** delete the document — it only changes which category filters will display it. - To verify your changes, filter by category or search for the document name to confirm it appears correctly. - If you need to remove a document entirely instead of editing it, see [Delete a Document](Delete%20a%20Document.md). ## Related Guides - [Documents Overview](./Documents%20Overview.md) - [Create a Document](Create%20a%20Document.md) - [Delete a Document](Delete%20a%20Document.md) - [Create and Edit Document Categories](Create%20and%20Edit%20Document%20Categories.md)