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How to Edit a Document

  • Updated

Once you've opened the document you want to update:

  1. Click the three-dot menu in the top right corner of the document

  2. Select Edit from the dropdown

  3. Make your changes directly in the editor

  4. Save from the buttons at the bottom right, next to Cancel

What the save button says depends on the document you are editing:

  • Editing a draft: the button reads Save as draft. Use the arrow beside it to Publish instead.

  • Editing a published document: the button reads Publish, which saves your changes and keeps it live. Use the arrow beside it to Save as draft, which takes the document back out of view.

⚠️ If you leave the page without saving, your edits will be lost. Heartbeat will show a warning, but if you dismiss it, your changes won't be saved.

This flow works across every document in your community's Resources.

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