Documents - Editing A Document Record

This is the screen where general information is edited.

To add a document record, edit the document information by including Contact Information, Document Information, Institution Name, Personnel Name, and File. The revision of the uploaded document can be created by pressing the Create Revision button. Once all transactions are completed, press the Save button to save the record. You can also save and send an email simultaneously by pressing the Save and Send E-mail button.

This is the screen where the document text is edited.

Detailed text can be added and edited regarding the document. After all operations are completed, it is saved by pressing the Save button.

This is the screen where the relevant documents are listed.

Document information, Status, Creation Information, Transactions information are included in the related documents screen. View and edit operations are performed from the Transactions area. The related document is added by selecting it by pressing the Add Related Document button.

This is the screen where additional files are displayed.

The additional files screen includes Document information, Status, Creation Information, and Transactions. Documents can be viewed, downloaded, and edited from the Transactions area.
By clicking the Add New Document button, the file is selected. By clicking the Upload button, the selected file is uploaded.

This is the screen where revisions made to documents are displayed.

To create a revision, select a new file from the General Information screen and upload the file. Click the Create Revision button. Documents added before the revision are listed on this page.