How To View, Display And Edit Documents

The documents list page displays a list of documents in a selected folder. From this page, you can view detailed document information or manipulate the document.

  • Click the document name to view document property details. For information on the document details, see Displaying and Editing Document Properties.
  • Click Edit next to a document to view document file properties. For more details, see Displaying and Editing Document Properties.
  • Click Del to remove the document from the document library. All deleted documents will be moved to the Recycle Bin. For more information, see Deleting Documents.
  • Click View to open the file in its associated application. If a file type is not recognized or the application is not loaded on your machine, Salesforce displays a standard download dialog prompting you to choose a save option.
  • Choose a folder to view a list of documents stored in that folder.
  • Click any column heading to sort the documents in ascending order by the information in that column. Click the same column heading again to sort documents in descending order.
  • At the top and bottom of the list, click a letter to display the contents of the sorted column that begin with that character.
  • Click the Next Page or Previous Page links to go to the next or previous set of documents.
  • At the bottom of the document list, select fewer or more to view a shorter or longer display list.
  • Click Printable View to display the current list view in a format that is ready for printing.

Note:
If you can't find a document, you may not have access to the folder that contains it. For more information about folders, see Managing Folders.