> For the complete documentation index, see [llms.txt](https://docs.zephyrintel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zephyrintel.com/documents/edit-a-document.md).

# Edit a document

Change a document's name, type, tags, customer or asset links after it has been uploaded.

### Steps

1. Point at the document's row and click the pencil icon, **Edit name and tags**. On a phone, tap **Edit document**.
2. Update the fields you need to change.
3. Click **Save**.

### Field reference

| Field                           | Required | What to enter                                              | Notes                                                                              |
| ------------------------------- | -------- | ---------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| Name                            | Yes      | The document's display name                                |                                                                                    |
| Customer (optional)             | No       | Choose a customer from the dropdown                        | Typing unmatched text shows "Pick an item from the dropdown to assign a customer." |
| Asset Serial Numbers (optional) | No       | Choose one or more existing serial numbers                 | Changing the customer removes serials that do not belong to it                     |
| Tags / Types                    | No       | Choose an existing value or type a new one and press Enter | The first chip is the document's type; the rest are tags                           |

### What you see

The document's type appears as the first chip in **Tags / Types**, in a different color from the other tags. If the type is empty or set to "Other", the next value you type becomes the new type instead of a tag.

If your document is a model manual, its hidden brand and model tags are not shown here, and they are kept when you save.

### Notes

Signal checks your changes before saving. You may see:

* "Document name is required."
* "Select a customer from the dropdown or clear the customer field."
* "Remove serial numbers that do not belong to the selected customer."
* "Select serial numbers from existing options, or clear the serial input."

If saving fails for another reason, Signal shows "Failed to update document." or a message from the server.