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Editing Workspace Properties

While the workspace is in Draft state, you can only edit the workspace properties in the Organization work area. In any other state, you can only edit workspace properties from the Workspaces work area.

When in Draft state, the Web Links, Key Participants, and Periods pages of the Workspace Properties document are unavailable and you cannot change the managing company. For more information on the workflow states, see "Workspace Properties Workflow States".

Your security role must have permission to edit the workspace document. For more information, see "About Security Permissions".

To edit your workspace properties

1. Open the Workspace Properties register.
2. Select the Workspace Properties document.
3. Click Edit.
4. Make the necessary edits. Please refer to the following for more information on the fields for each page:
• Main
• Web Links
• Key Participants
• Periods
• Properties

Headings marked with an asterisk (*) are required. All other headings are optional.

5. Click Save.

If you are editing the workspace properties from the Organization work area and you have exported documents to this workspace, Proliance prompts you to save the information and/or synchronize it with the information in the Workspaces work area.

6. Click Save only if you only want to save the information.

— or —

Click Save and Synchronize if you wish to save this information and synchronize it with the information from the Workspaces work area.

Proliance saves the changes.

7. Click Exit Edit Mode when you are finished editing.

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