Edit document
Module: Documents · For: Carrier users · Page address: /carrier-portal/documents/:id/edit
How to get there
Section titled “How to get there”Documents → All Documents → (a record) → Edit Document
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Documents module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Documents | Enforced in the app: hidden or disabled without it |
| Save all changes | Edit on Documents | Enforced in the app: hidden or disabled without it |
| Edit description | Edit on Documents | Enforced in the app: hidden or disabled without it |
What you see
Section titled “What you see”- File
- Organisation
- Associations
- Stored file
- Description
- Document card — Editing
- Owner-Operator W-9 (2024) qw2
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Clear selection
- Preview
- Edit description
- Show Description
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Document name | Yes | textbox | Rate confirmation — Load 4821 |
| Document type | Yes | combobox | Other |
| Category | No | combobox | Financial |
| Status | Yes | combobox | Archived |
| Issued date | No | textbox | |
| Expiry date | No | textbox | |
| Policy number | No | textbox | CA-4471903 |
| Reference number | No | textbox | COI-2026-0114 |
| Tags | No | textbox | Compliance, Insurance |
| Starred | No | checkbox | |
| Shared | No | checkbox |
When there is nothing to show
Section titled “When there is nothing to show”- “No description yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27