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Attributes are the structured fields that describe a document: client entity, service line, year, category, and any custom fields your firm defines. They replace folders, so getting them right is what makes a document findable. The details pane on the Attributes tab showing Client Entity, Service Line, Year, Permanent, Sub-service line, Category, Month, and Sub-type fields.

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Edit them

1

Select the document

Attributes live on the Attributes tab of the details pane, on both the list page and the document page.
2

Change the fields

Fields marked with a red asterisk are required. Picking a client entity fills in its read-only details (external client ID, entity type, tax type) below.
3

Click Save

A Save button appears at the bottom of the form as soon as something is unsaved. Nothing is written until you click it.
Some fields cascade. Choosing a service line reveals the sub-service line, category, and sub-type fields that belong to it, so the form only ever shows fields that apply. A + badge next to a dropdown option tells you it will add fields before you pick it.

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Rename a document

Click the filename at the top of the details pane to rename it in place, or use Rename in the ... actions menu. The extension is kept for you.

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Good to know

  • Attributes belong to the document, not to a version, so they carry across new versions and never need re-entering after a replacement upload. See Versions.
  • The client entity is what decides which client portal a document can be published to, so it is worth getting right even on documents you don’t expect to share. See Publish a document.
  • Saved changes flow through to search, grouping, and filters.
  • If your firm is in a read-only or imported-content mode, the fields render but cannot be edited, and a banner at the top of Documents explains which actions are disabled.
Consistency beats completeness. A small, shared set of attributes that everyone fills in the same way makes search and grouping far more powerful than a large set filled in loosely.