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How to change System Fields, Reference and Header Information for Documents

Alex Hom avatar
Written by Alex Hom
Updated over 2 months ago

Document Forms contain Field sections for users to input data. However, Reference and Header information (and System Fields) are additional areas that provide more data for a Document and can not be edited from within the form.

These areas are gated by specific Roles within over.vu's Manager. Only users with sufficient permissions can modify these fields.

  1. Click on the Action Menu for a Document

    1. Select Modify Job

  2. System Fields (Only displayed for Job Types)

    1. External ID

    2. Associated Assets

      1. See Associated Assets for more information

  3. Header Information

    1. Edit the Header Fields

  4. Reference Information

    1. Edit the Reference fields

  5. Table of Contents

    1. Select a section to quickly navigate to it

  6. Click Save Changes

    1. Users will be taken back to the Document's Details

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