Edit a document

With the document editing feature, you can open a Microsoft Office document from Oracle Site Activate, make your desired changes in the document’s default application, and save the updated document back to Oracle Site Activate.

Note:

To complete this task, you must have the Box Tools application installed on your local machine. You must also have a document annotation and editing business role permission in Oracle Site Activate, and you must be assigned to the activity.

1. Open the document, contract, or submission modal and see the item has an attached file.
2. Click the pencil () and then click Approve to open the file in its default application (i.e., Microsoft Word, Excel, or PowerPoint).
   (Optional)

   When you edit a document, that locks the item. This means that the activity prevents more edits, further attachments, and activity completion.

3. Make the necessary edits and close the document.
4. Click Save.
5. Click Check document back in to save your edits, or click Discard edits to remove any changes.

   If you checked in, the newly edited document is unlocked, has a new version, can be edited again, and the activity is ready for completion. If you discarded edits, the document is unlocked with no changes.