Edit a Document Pool
You edit a document pool to update its name, general settings, role security, and linked record types.
To edit a document pool:
- On the header bar, click Admin.
- In the Search Admin Zones field at the top, enter DMS Pool Management.
- Click the DMS Pool Management link that displays.
- In the list of document pools on the left, click the document pool that you want to edit to select it.
- In the Pool List pane on the right, click Edit Pool Settings.
- Update any of the document pool settings, as required. For information, see Document Pool Properties.
- Click Save.
Parent Topic: Manage Document Pools
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