Change Document Authors

Since documents are stored in folders that control user access, documents do not have owners like other types of records, but they do have authors. The author represents the user that originally uploaded the document file.

Required Editions

Available in: Salesforce Classic
Available in: All Editions except Database.com
User Permissions Needed
To change documents: Edit on documents

To change the author of a document:

  1. View the document you want to modify.
  2. Click Change next to the Author field.

    The Change link displays only on the detail page, not the edit page. If you do not see the Change link, you may not have sufficient privileges to change a document author.

  3. Enter a new author name. Alternatively, click the lookup icon to choose from a list of users.
  4. Check the Send Notification Email box if you would like to alert the new author of this change.
Note
Note When you change document authorship, Salesforce does not change the document’s visibility.