How to Edit a Document In Targets

Editing a Document

To edit a document, the document needs to be checked out. 

Check Out Document

  1. Open your Target and select the Documents tab.

  2. Select the name of the document under the Name column. This will take you to the Document Detail page.

  3. Select the "Check Out" button.  

  4. The checked out bar notification brieftly appears in the lower, left corner of your screen, followed by the document downloaded file.

  5. The checked out bar appears and the document has downloaded.

Edit a Document 

  1. After the document has been downloaded, open the file and make the necessary modifications.

  2. Save your changes and close the file.

  3. Return to the Document Detail page.

  4. Select the Check-in button. The document revision window appears.

  5. Select Choose File to locate the document to upload.

  6. Optional: Include comments.

  7. If needed, update the owner of the document from the owner drop-down list.

  8. Select the Save button. 

  9. The document has been checked-in.