Edit an Action for a Document

You edit an action for a document to update the due date, priority, assignee, and description.

To edit an action for a document:

1. Navigate to the Information Zone or the Documents tab on an entity record, such as a project or organization.
2. If Smart View is enabled, click the Smart View toggle to disable it.
   
3. Search for the document.
   For information, see Search for Documents.
4. Click the title of the document that you want to edit an action for.
5. In the document details pane that displays at the bottom, click the Actions tab.
   If the document details pane is not displayed, click to display it.
6. To display actions for all versions of the document, click the Show All Versions toggle to enable it.
7. Click for the action that you want to edit.
8. On the Action Edit window, update any properties for the action, as required.
   For information, see Contents of the Action Add/Edit Screen.
9. Click Save.