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Add Categories, Reviewers, and a Description to OneDrive Documents

Updated over 12 months ago

How to add categories, reviewers, and a description to OneDrive Documents.

  • Navigate to the Documents Tab of the case.

  • Locate the document that needs to be updated.

  • Click on the dropdown arrow in line with the document and select Edit.

  • A pop-up window will appear showing the document and options to add categories, reviewers, a description, and update the document name.

  • Make the appropriate changes for the document and click Save.

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