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2.21. Editing a Document
You can directly access a document in the Data Entry View and add or change information to the document using the edit button. This button is only available for documents, and will not appear on the toolbar if you select a non-document file (such as an image file).
Important: If you want to retain the current document and its defined information by editing a copy of the document and providing new information, you should use the edit copy option as described in Editing a Copy of a Document.
- Select the correct document as described in Selecting a File, Folder, or Subfolder.
- Click the edit button.
Note: You can also right-click the document, and select edit from the menu that appears. The selected document's name appears at the top of the right-click menu.
Important: If this button is not available from the toolbar, you have not selected a document or you do not have permission to edit the document.
The document appears in the Data Entry View, showing you the document's currently defined information. - Edit the document, as desired.
- Click Submit.
The information is saved and the document is updated.