---
schema_version: "1"
id: 74e1305100358f2da30e0fc9f4823b910f5841340d18a63705041f92e7c96097
title: Display and Edit Document Properties
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/docs_edit.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.docs_edit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 886847177e899f2df55e2bf215494633a7c2b7e4f31f4653c073d522558c7d49
description: Display detailed document information and update document properties.
products:
  - Experiences
release: "264"
---
# Display and Edit Document Properties

Display detailed document information and update document properties.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: all editions except <strong>Database.com</strong></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d13337e60">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">To view documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">Read on documents</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">To update properties:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">Edit on documents</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">To replace documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">Edit on documents</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">To move documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">Edit on documents</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">To delete documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13337e60 ">Delete on documents</td>

          </tr>
        </tbody>
      </table>

- To display a document, locate the document on the documents home or list pages, then click the document name to display detailed information.
- To update document properties, click **Edit**.
- To replace a document with an updated version, click **Replace Document**.
- To email a document to a contact, click **Email Document**, fill in the details of the email, and click **Send**. The document is sent as an attachment to the email and is logged in the Activity History for the contact. Documents that reference URLs rather than physical files cannot be emailed. For a document that is an image embedded in an HTML email template, such as a logo in a letterhead, make sure the document is marked as Externally Available on the Documents tab so that a user who does not have a Salesforce username and password can view the image when it is received in an email.
- To search for a document, enter search terms and click **Find Document**. A list of documents that match your search terms displays. You can search for terms using the following fields:
    
    - Document Name
    - Keywords
    - Description
- To make a document's content searchable, check Document Content Searchable
- To view all the documents in a folder, click the folder name.
- To store a document in a different folder, click **Edit**, choose a new folder, and click **Save**.
- Deleting Documents - To delete a document, click **Delete**.