---
title: "Edit a Workbook"
slug: "edit-a-workbook-1"
tags: ["Evidence", "edit", "Workbook"]
updated: 2024-11-22T20:34:31Z
published: 2024-12-05T22:09:52Z
canonical: "docs.revealdata.com/edit-a-workbook-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit a Workbook

You can edit a workbook in a case using the Workbooks Explorer.

To edit a workbook from the Workbooks Explorer, follow the steps below:

1. Click the EVIDENCE tab in the left navigation panel.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-LI4A7HNL.png)
2. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the **Open Case** button in the ribbon bar above the table.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-CE0K69HE.png)
3. Open the **Workbooks Explorer**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-WS0HUW44.png)

If the explorer is hidden, you can use the **Explorers** dropdown in the **Main Menu** to view it.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-XCY1C522.png)

1. Select a **Workbook** in the explorer.
2. Click the Edit button in the explorer.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-QD104LGC.png)

> [!NOTE]
> Note:
> 
> The Edit button is also available from the right-click context menu. This option is only available for Standard and Carousel workbook types.

The **Edit Workbook** dialog appears.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-GNRYUTGM.png)

1. Change any of the information for the workbook.

You may change any of the following information in the dialog:

- **Workbook Name** - A unique name to help identify the workbook.
- **Workbook Type** - The selected type for the workbook.
  - Standard - A normal workbook to help organize items.
  - Carousel - A workbook that displays items in a unique way in TRIAL DIRECTOR Presentation.
- **Color -** The color assigned to help identify the workbook.

With the information changed, you can move on to the next step.

1. Click the **Save** button.

The changes you made are saved for the workbook you selected.

## Related

- [Overview: Workbooks](/overview-workbooks-1.md)
- [Add Items to a Workbook](/add-items-to-a-workbook.md)