How to get here
Click Document Hub in the left-hand menu.
Find the document you want to edit in the list.
Click the document or its edit action to open it.
You are now on the Edit document screen.
1. Review the breadcrumbs
At the top of the page you will see breadcrumbs: Dashboard → Document centre → [Document name]. This confirms which document you are editing. If it looks incorrect, go back and select the right one.
2. Update the details
Name
A clear, descriptive title for the document. Required. Up to 500 characters. The field is pre-filled with the current document name.
Path
A folder-like path to organise the document — for example CrossFit/General. Optional. Up to 500 characters. The field is pre-filled with the current path. Update it to move the document to a different organisational category, or leave it as it is.
3. Update the attachment
If a file is already attached, it appears in the upload area. To replace the file, drag a new file onto the upload area or click to browse your computer. To remove the file, click the delete icon on the current file. A file is required — you cannot save the document without an attachment.
4. Update access settings
Membership types
Select one or more membership types from the dropdown. Only members with one of these types will have access. Start typing to filter the list.
Roles
Select one or more roles from the dropdown. Only users with one of the selected roles will have access.
Employee groups
Select one or more employee groups from the dropdown. Only employees in the selected groups will have access. This field is only shown if your system has employee groups set up.
5. Save changes
Click the Save changes button at the bottom right of the form. The system validates all your entries, updates the document record, uploads a new file (only if you changed the attachment), and redirects you back to the Document Hub list. You will see a green "Update successful!" notification.