How to Edit a Document

Step 1: Click on “Documents” tab on the top menu

Step 2: “Manage Documents” screen will be displayed as below, then search for the document that need to be edited.

To search for a document please refer to How to Search a Document

Step 3: Hover mouse over the gear icon of the document needs to be updated, and click on “Edit” icon

Step 4: Enter new details on “Edit Document” screen. Bold labels are mandatory fields. After finish editing, click on “Save” button to update the document and go back to “Manage Documents” screen

Notes:

• If “Internal” checkbox is selected, then the document will be displayed for the staff, not to the client
• If “Is Send Email To Client” checkbox is selected, client contacts who are involved in the project will receive a notification email
• Document history will be displayed at the bottom of the screen.