Updating and Deleting Global Documents

To update or delete a global document:

1. Navigate to the appropriate folder in the tree pane, and click on the name of the document in the list pane.
2. In the properties pane, click the Edit button.
3. Make the required changes. To view a history of the revisions made to the document click the Archive tab. From here you may download prior versions of the document by clicking on the link under File Name/URL.
4. Click the Save button to save your changes.

   Note: If a document is locked, you may not be able to update it.
   The lock icon is displayed next to all the locked documents on the Project Documents page. If you have the required permissions, you can unlock it from the properties pane.

Related Topics

Knowledge Base

Working with Global Documents

Navigating the Knowledge Base

Creating a New Global Document

Deleting documents

Working with Tool Templates

Creating a New Tool Template

Updating Tool Templates

Working with Best Practices Documents