Reclassify a Document

Last updated: Dec 17, 2025
Who can complete this task? You can only reclassify a document when it is in Draft state. If the document you need to reclassify is in a steady state, create a new draft.

To reclassify a Document:

  1. Navigate to Document Workspace > Working Library, and open the document you want to edit.

    Screenshot step 1

  2. Click Reclassify in the Information panel, select a new Type, Subtype, and Classification, and click OK.

    Screenshot step 2

  3. To edit a document’s metadata, click Edit Fields in the Information panel heading, edit the metadata as needed, and click Save.

    Screenshot step 3