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:

1. On the header bar, click Admin.
2. In the Search Admin Zones field at the top, enter DMS Pool Management.
3. Click the DMS Pool Management link that displays.
4. In the list of document pools on the left, click the document pool that you want to edit to select it.
5. In the Pool List pane on the right, click Edit Pool Settings.
6. Update any of the document pool settings, as required. For information, see Document Pool Properties.
7. Click Save.