Edit a Workbook in Case Story

The Workbooks Explorer allows you to add, edit, or remove workbooks, as well as organize and search for specific items within each workbook.

To edit a workbook in the Workbooks Explorer:

  1. Click on the Workbooks icon.
  2. The Workbooks Explorer appears.

  3. Select a Workbook and click the Edit button.
  4. Note: The Edit Workbooks option is also found in the right-click context menu for a selected workbook.

    A confirmation dialog appears.

  5. Make any changes.
  6. From here, you can change the name of the workbook or the color of the workbook.

  7. Click Save.
  8. The workbook information is updated.


Related Topics

Add a Workbook in Case Story

Remove a Workbook in Case Story