Editing Document Data
Drafters and Administrators can edit the data of a document. The data includes the actual field data of the document.
To edit the data of a document
- From the Home tab, click a document to highlight it.
- Complete any of the following steps:
- On the main toolbar, click the Edit button
.
- From the Actions menu, select Edit.
- On the main toolbar, click the update document button
, then select the Document tab.
- In the Document tab, enter the information into the required fields.
- Click the Save button
when done.