Modify a document

As an approval self-service administrator, you can modify the settings for a common document that was uploaded by an administrator, or a partner document that was uploaded by an administrator or a partner.

To modify the settings for a common or partner document:

1. Open the Navigation pane, and select Documents.
2. In the Documents page, find the document you want to modify, and select Edit in the Actions column. The Maintain Documents panel opens. For example:
   
   

   

   
   
3. In the Maintain Documents panel, update the following information, as needed:
   • Document Type—Read-only. Shows COMMON or PARTNER.
   • Partner—Read-only. Shows the name of the partner. Appears only for PARTNER document types.
   • Name—Read-only.
   • Description
   • Upload Instructions
   • Auto Add—Select Yes or No to indicate whether the document will be added when a site request is created. Documents not added automatically can be added manually at a later time.
   • Mandatory—Select Yes or No to indicate whether the document is required. All mandatory documents must be set to Yes before they can be submitted.
   • Active—Select Yes or No.
4. Select Save.