Editing Documents in Smart View Smart View provides the same features as Classic View to edit documents in your DMS, but in a more modern and intuitive user interface. Related Topics:Edit a Document You check out a document from the DMS to edit it. When you check a document out, the file is locked to prevent other users from editing it. Check in a Document After you check a document out to edit it, you must check the document back in to the DMS. This ensures that people have access to the latest version of a document. Edit the Properties of a Document You can edit the associated document pools and details of a document. Edit the Properties of Multiple Documents You can edit up to 100 documents using the Bulk Edit Properties feature. This feature allows you to update the assigned document pools, entity attributes, and the current version information. When you bulk edit documents in this way, it applies the same updates to all selected documents. Move Documents Between Records You can move up to 100 documents from a project, enquiry, organization, and contact, to another record of the same type. For example, you can move documents from one project to another project. Parent Topic: Editing Documents HomeDeltek PIM HelpWorking with Documents and EmailsHow to...Editing DocumentsEditing Documents in Smart View
Editing Documents in Smart View Smart View provides the same features as Classic View to edit documents in your DMS, but in a more modern and intuitive user interface. Related Topics:Edit a Document You check out a document from the DMS to edit it. When you check a document out, the file is locked to prevent other users from editing it. Check in a Document After you check a document out to edit it, you must check the document back in to the DMS. This ensures that people have access to the latest version of a document. Edit the Properties of a Document You can edit the associated document pools and details of a document. Edit the Properties of Multiple Documents You can edit up to 100 documents using the Bulk Edit Properties feature. This feature allows you to update the assigned document pools, entity attributes, and the current version information. When you bulk edit documents in this way, it applies the same updates to all selected documents. Move Documents Between Records You can move up to 100 documents from a project, enquiry, organization, and contact, to another record of the same type. For example, you can move documents from one project to another project. Parent Topic: Editing Documents HomeDeltek PIM HelpWorking with Documents and EmailsHow to...Editing DocumentsEditing Documents in Smart View