Edit Doc Info

There may be instances when you would like to change some information for a land document that has been uploaded to StackDX. The information in the Document Info panel can be adjusted by the user if this is required. This guide will show you what information can be changed and how to change it.

Note: Users require the ‘Land Write’ permissions to edit the land document information.

Navigate to a land document that you would like to modify the document information for and click to view the document.

Navigate to Land Files & Land Docs Grid

Navigate to the Land Files Grid by clicking the Land dropdown menu at the top of the page. This will display all the land related modules/options. Then click the Land Files option to view the Land Files Grid.

Then to view the uploaded documents navigate to the Land Docs Grid for a particular land file by clicking the document link in the ‘Related To’ column or enter the land file and go to the ‘Documents’ tab.

The ‘Document Info’ panel will appear on the left side of the page by default when viewing the document. To add/change the document information, click the Edit option in the panel.

The ‘Edit Land Doc’ dialog will appear with all the different items you can either add or modify. Click Save after the edits are done.

  1. Category – Select a category from the list of items.

  1. Title – Modify the title of the document. Title will be displayed in the Document Info panel and document grid.

Note: There is a maximum limit of 500 characters for document title.

  1. Document Type(s) - Select any document types from the list if items.

Note: If a Document Type is selected for an asset document, there will be a doc type tag displayed in the Title column of the document grid.

  1. Doc Date – Select or Modify the document date (ie. 2025-09-29).

Note: The Doc Date dropdown may contain multiple choices for date types (Agreement, Document, Effective or Sampled Date) or choose Other to enter your own date.

  1. File Name – Modify the file name of the document. File Name will be displayed in the Document Info panel and document grid.

Note: There is a maximum limit of 256 characters for file name.

  1. Folder Tags – Select a folder tag from the list of items OR remove a folder tag by clicking on the X.

Tags displayed are Global Folder Tags that have been added to your company. If the Folder Tag you would like to add is not present, you can choose ‘Other’ and it will be added to the specific document only.

Note: If a Folder Tag is selected for a land document, the tag will be displayed in the Title column of the document grid.

See Land Folder Tags section for more details.

  1. Marked As Reviewed – Selecting will prevent the Category, Title, Doc Date from being updated by Edith preserving any user changes.

Note: If the ‘Marked As Reviewed’ option is selected when saving the document information, a ‘green man’ icon will appear next to the File Name in the document grid. Hovering the icon will let the user know who and when it was reviewed.

Tip: If you want to remove the ‘Marked As Reviewed’ setting you can either deselect the option in the ‘Edit Land Doc’ dialog and click Save or when viewing the document, select Mark as Unreviewed from the dropdown menu.

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