If you have full access to a file, you can edit the file properties and security details while you have it open in an active co-authoring session in Microsoft 365 for the web, the Microsoft 365 applications for the desktop, Microsoft 365 for iOS, or the Microsoft Word, Microsoft Excel, or Microsoft PowerPoint for iOS apps. This increases productivity by letting you and other users work efficiently and collaboratively.

For example, during a co-authoring session, if the file properties have to be modified, you no longer have to end the co-authoring session if other users are editing the file. You can open the Properties panel and modify them. 

Editing file properties

Anyone user who has Read/Write access to the file can edit file properties and rename the file. However, if the file is checked out for co-authoring (global icon), only people who have locked the file can edit the file properties and rename the file.

To edit the file properties from iManage Work at cloudimanage.com: 

  1. Select the file for which you want to edit the properties. 

  2. Select the kebab icon and then select Properties.

  3. In the Properties panel, make necessary changes. You can edit the following fields in the Properties panel:

    • Title

    • Comments

    • Type

    • Class 

    • Subclass

    • Custom fields

The following fields are read-only and can't be modified:

  • Created

  • Last User

  • Date Modified

  • Status

Editing security details

If you have full access to the file, you can also modify the security of the file in iManage Work at cloudimanage.com if you're within an active co-authoring session in the file.