On the detail page
The pencil on a section of the overview switches the entire overview into edit mode, not just that one section. Sections that cannot be edited are dimmed. If you can only read in this area, you see neither the pencils nor title renaming nor Delete. The detail page remains fully readable. You rename the title through the pencil next to the title itself. It appears only if the asset was created manually or Docusnap365 explicitly allows renaming for the type—a name generated by a scan cannot otherwise be changed through the header. On the ITAM or ISMS tab, renaming runs independently of editing that tab.When someone else changes the same asset
Reload Tab ends edit mode. If there is unsaved input, Docusnap365 first asks
whether to discard it.
Editing several assets at once
Select rows in the list to edit them together. A form with the editable columns of the list opens in the sidebar, titled Edit Entries by default. If you can only read in this area, the list shows no checkboxes.If you turn on the All selected header switch, the action applies to
every row the active filter matches—not only the ones already loaded.
That applies to editing as well as to deleting several rows.
On a partial success, the response reports separately how many assets were
actually updated and how many failed—a full success is never assumed.
If a user field holds a user who can no longer be assigned, such as a
deactivated user, the form removes that user from the field. A message
below the field names the previous entry. It is removed the next time you
save.
Deleting
Above the list, you delete selected rows together; on the detail page, you delete the open asset by itself. Both confirmations name what gets deleted—the name for a single deletion, the count for a multi-selection.Whether a delete button appears at all depends on the asset’s type and on
your permission to delete in this area—regardless of whether the asset was
created manually or came from a scan.