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Editing Document Metadata

Every piece of metadata on a document — title, date, correspondent, type, tags, and custom fields — can be edited at any time. Editing metadata does not change the original document file itself; it only updates the information Essal Office stores about the document.

How to Edit Metadata

  1. Open the document by clicking it in the document list
  2. In the metadata panel, click the field you want to change
  3. Make your edit
  4. Click Save (or the checkmark) to confirm

Some fields open a dropdown or date picker; others are free-text inputs. Changes save per-field — you do not need to save the entire document at once.

Editable Fields

  • Field: **Title**
  • Notes: Free text. Keep titles descriptive and consistent for easier searching.


  • Field: **Created date**
  • Notes: The date you want associated with the document (e.g. the invoice date, not the upload date). You can set this manually.


  • Field: **Correspondent**
  • Notes: Select from your existing correspondents list, or create a new one inline.


  • Field: **Document type**
  • Notes: Select from your document types list.


  • Field: **Tags**
  • Notes: Add or remove tags. Start typing to search existing tags.


  • Field: **Custom fields**
  • Notes: Any custom fields defined for your organisation. Field types vary (text, number, date, dropdown, etc.).


  • Field: **Archive serial number**
  • Notes: Assign or update the ASN. See the Archive Serial Numbers section for details.

Editing the Document Title

Click the title at the top of the metadata panel to make it editable. Type the new title and press Enter or click the save icon.

Tip: Consistent, descriptive titles make searching much more effective. A format like Acme Supplies — Invoice — 2026-04-15 is far more useful than invoice.pdf.

Editing the Date

Click the created date field to open a date picker. You can also type the date directly. The date you set here is the one used in date-range filters and for sorting by date — set it to the actual document date, not today's date.

Bulk Editing

To update the same field on multiple documents at once, use the document list's bulk edit feature:

  1. In the document list, tick the checkboxes on the documents you want to edit
  2. Click the bulk actions toolbar
  3. Choose Set correspondent, Set document type, Add tag, or Remove tag
  4. Apply

Bulk editing is available for correspondent, document type, tags, and owner. It does not affect field-by-field values like title or date.

Viewing Change History

Every metadata edit is logged. Open the History tab on the document detail view to see a complete audit trail of all changes, including the previous value, the new value, and the user who made the change.