Edit document updates the logical record: title, version label, document type, status, accountable owner, review dates, custom attributes, and—when needed—a replacement file sent as multipart form data. Requires document_management:edit_documents.
Open the editor
From the library table, choose Actions → Edit document on the row you are allowed to change. The modal mirrors the fields you set at upload time so governance stays consistent.
Metadata-only changes
You may adjust ownership or next review without touching the file—use this after committee approval when the PDF is unchanged but responsibility moves to a new role holder.
When to attach a new file in Edit
If your process combines metadata correction and a new binary in one step, pick a file in the edit modal. For a clean semver bump with optional version notes, many teams prefer Upload new version instead—use whichever matches your change-management checklist.
Custom attributes
Administrators configure custom fields (for example classification or control mapping). Edit preserves JSON-shaped values so reporting across your ISMS stays aligned with the risk register.
After save
The library refreshes; the table shows updated size and timestamps. Errors from validation or storage appear inline—address them and submit again.
Keep your register accurate
Log in to ISMSVision to edit controlled documents in one place.
Log in to ISMSVision