As needed, update the Title and Description fields.
Fill out the Reason for change field. This text is included on the email notifications sent to subscribers and the version list located on the content details page.
To publish the content on behalf of another author, choose that author from the drop-down list.
Tag your content. Your tagging permission depends on the tagging rule assigned to the library:
If the library does not have a tagging rule or if your administrator assigned the open tagging rule, you can enter tags in the Tags field. As you type a tag, Salesforce CRM Content autosuggests tags based on your My Recent Tags list and the Popular Tags section on the Libraries tab. The My Recent Tags list on the Contribute window shows the 20 tags you have used most recently. Click a tag to add it to the Tags field automatically.
If your administrator assigned the guided tagging rule, you can choose from the list of suggested tags or enter a new tag. Click a suggested tag to add it to the Tags field automatically.
If your administrator assigned the restricted tagging rule, you must choose from the list of suggested tags. When you select a tag it turns green.
You can't change or delete tag names. You can remove tags from a document, but that doesn't delete the tag.
Tags are case insensitive. You can't have two tags with the same name even if they use different upper and lowercase letters. The case of the original tag is always used.
Update any custom fields as needed.
Notes on Content Versions
Consider the following information when creating or modifying a new version:
You cannot edit a file within Salesforce CRM Content. To edit a file, download it from Salesforce CRM Content to your computer, make your changes, then upload the updated version using the Upload New Version button.
The Versions subtab on the content details page lists all content versions. The Recent Activity list on the Libraries tab also notifies users of new content versions.
Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition customers can publish a maximum of 36,000 new versions per 24–hour period. Developer Edition and trial users can publish a maximum of 2,500 new versions per 24–hour period.