Updating a document

You can update a document at any time. The InForm Portal application maintains an audit trail for each document. For auditing purposes, documents are never deleted, but you can make a document invisible when you no longer want it available to users.

1. In the InForm Portal application, select the Admin tab.
2. In the Edit Records section, click Update Documents.

   The Choose Tab page appears.

3. Select the tab where your document is located.
4. Click Submit.
5. In the row associated with the selected document, click Insert Doc.

   The Document Console appears.

6. Complete the following fields:
   • Reason for Change—Reason for making the change.
   • Is This Document Visible—Whether the document is visible to users.
   • Select Document—Path of the document. The recommended file size is no larger than 3 MB.

   Note: You can upload the same document with up to three different file extensions at one time.

7. Click Submit.