Reclassify a Document

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