Editing Documents and Folders in Document Explorer
đ„ Video Walkthrough: A video guide accompanies this article â watch it here.
Overview
The Document Explorer in ZetaSafe allows you to edit document details and rename folders directly from a single screen. You can also select and edit multiple documents simultaneously, saving time when managing large numbers of files.
Editing Multiple Documents
From the Document Explorer screen, click on one or more documents to select them.
Click the Edit Files button.
On the next screen, review and edit the details for each selected document as needed.
Note: If you are moving a document to a different folder, you can also create a new folder during this process without needing to navigate away.
Renaming a Folder
From the Document Explorer screen, click the Rename Folders button.
Select the folder you wish to rename.
Enter the new folder name.
Click Edit to save the changes.
Things to Keep in Mind
Bulk editing saves time â selecting multiple documents before clicking Edit Files allows you to update several records in one action rather than editing them one by one.
New folders can be created on the fly â you don't need to set up a folder in advance before moving documents into it.