Setting a document author

How to set a document owner on your Conformio account

Step 1 – Accessing project Files section

Please access the project where the file you want to work on is uploaded, and then navigate to the Files tab.

Setting a document author - Support Center
Accessing project Files section on Conformio.

Step 2 – Opening a file from the project Files list

Once you are on the project Files list, you can navigate to the file you need and click on it. Conformio will open a file preview.

Setting a document author - Support Center
Opening a file from the project Files list on Conformio.

Step 3 – Setting document author from file preview

Once you are on the file preview, please go to the “Document Author” section on the right configuration panel and set the user you want to be the author.

When you are all set, don’t forget to save your changes by clicking “Apply settings.”

Setting a document author - Support Center
Setting document author from file preview on Conformio.
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